$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
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.
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.
At Hammes Wealth Management, we focus on 4 key areas to provide you with a comprehensive and customized financial strategy. By integrating investment planning, income planning, insurance planning, and estate/tax planning, we provide that all aspects of your financial well-being are covered. Let us guide you on your journey to financial security and Peace of Mind.
Investment planning:
We create tailored investment strategies to help you achieve your financial goals through a mix of asset classes that align with your risk tolerance and time horizon.
Income planning:
Our income planning services provide a steady flow of income in both your working years and retirement, maximizing your earnings over your lifetime and preparing for life's transitions.
Insurance planning:
We assess your needs and provide comprehensive insurance solutions, including life, disability, and long term care coverage, to protect you and your loved ones from unexpected events.
Estate/tax planning:
Our expert team helps you preserve wealth through strategic estate and tax planning, minimizing liabilities and ensuring your legacy is passed on according to your wishes.
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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
