$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our Clients entrust us to help them with all aspects of their financial needs from asset allocation or insurance to wealth structure and transfer and more.
• C- Control emotional decision making
• U- Understand and utilize volatility
• S- Sustainability of our team
• T- Transparency of fees, charges and expectations
• O- Offer a deep and broad suite of financial services
• M- Market experience
This is at the core of our practice. When you work with Custom Wealth Management Group, you get care and attentiveness of the whole team, rather than just one advisor. Together we watch over your financial strategy and communicate with you to help ensure your plan always aligns to your financial goals, no matter what may change along the way.
Recognized as an industry leaders
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.
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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager