#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
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.
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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
$7 trn
UBS Group invested assets
As of 12/31/2025
Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
