More than 160 years
offering financial advice
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
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.
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Executive Director
Senior Wealth Planning Strategist
Managing Director
Head, Portfolio Advisory Group East Division
Managing Director
Head – Family Advisory and Philanthropy
Managing Director
Business Owners Segment Lead
Executive Director
Alternative Investments Consultant
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Executive Director
Senior Wealth Planning Strategist
Managing Director
Head, Portfolio Advisory Group East Division
Managing Director
Head – Family Advisory and Philanthropy
Managing Director
Business Owners Segment Lead
Executive Director
Alternative Investments Consultant
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.
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.
More than 160 years
offering financial advice
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
