$6.9 trn
UBS Group invested assets
As of 10/29/2025
Serving institutions and individuals with the experience and care that complex wealth deserves.
Each member of our team has a specific role and responsibility. But beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
Each generation of your family can rely on our high-touch service. We’re committed to simplifying your financial life with a broad professional network and a consistent approach to managing your wealth. We aim to:
The right advice from the right advisors at the right time is essential when you’re faced with potentially life-changing decisions.
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
As portfolio managers, we tailor your asset allocation and risk management to your needs. We help make sure you're prepared for opportunities and protected in times of market turbulence. Our access to global resources offers timely perspectives, and a fully integrated suite of financial solutions, including:
We listen carefully to ensure you're asking the right questions about spending, saving for retirement, or college. Our process involves meaningful conversations to define success at all life stages, creating unique solutions for families and business owners. We'll help you determine the steps needed to achieve your goals with coordinated planning strategies.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
More than 160 years
offering financial advice
Global leader
UBS is a leading and truly global wealth manager
At the heart of Highbridge Wealth Management is a longstanding commitment to helping our clients generate, maximize and protect their private wealth. We bring expertise, strategic thinking, and best practices to help you understand and plan for a successful sale.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
