Global leader
UBS is a world-leading wealth manager
We know the value of having the right team by your side—in the game and in life. It's all about getting the best information to help inform your decisions. That's why we work closely with you, your managers, agents, attorneys and CPAs by maintaining open communication, sharing our ideas and aligning our advice. We have one goal—helping to support and preserve your financial well-being today and tomorrow.
Our team has temporarily relocated to 2575 E. Camelback Road Suite 900 Phoenix, AZ 85016. We look forward to seeing you at our new Scottsdale location opening this fall, 2023.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Watch the all-new series: PlayersTV’s Level Up, presented by UBS
Some of the top athletes in professional sports share their experience on managing money in our all-new financial literacy series, Level Up, featuring renowned athletes like NFL’s Austin Ekeler, NBA’s Malcolm Brogdon, Track Olympian Kristi Castlin and more. Binge all 10 shows at ubs.com/legacy.
Global leader
UBS is a world-leading wealth manager
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
More than 150 years
offering financial advice