Family. Wealth. For generations

You’ve achieved many important financial and life goals. But you still have questions. Will you be able to fund a long retirement? How can you provide for future generations? How will you prepare for a strategic exit? For most people, these questions are more pressing than the performance of the economy or the stock market.

At Ina Wealth Management Group, our primary focus is helping you feel more confident about your financial future. We employ a disciplined wealth planning process that seeks to address your most important goals, including educating your children, generating lifetime income and leaving a legacy for your heirs. In everything we do, your best interests come first.

Our team has over three decades of experience managing wealth for business owners, entrepreneurs, executives and other high net worth individuals. We work with an extended network of tax, legal and insurance professionals, both at UBS and within our community. You can depend on us to address all aspects of your situation with knowledge and care.

During my childhood, my family experienced significant financial challenges. I never want this to happen to my clients, so I dedicate myself to their well-being

- Rich Ina
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UBS Advisor podcasts

The Edge with Rich Ina

Rich Ina shares intimate conversations with influential and successful leaders to discover their pearls of wisdom. From life changing moments to daily habits, this podcast will inspire you to reach your greatest potential and give you ‘the edge’.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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Holistic wealth planning

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Our service puts you first

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Social Security. Demystified.

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Access to the depth of UBS

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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