$6 trn
UBS Group invested assets
As of 12/31/2024
Like the individuals and families we serve, our wealth management practice was founded to meet a critical need: to provide comprehensive, personalized financial guidance with transparency and integrity. We are privileged to work with a select, yet diverse group of clients, including business owners, healthcare professionals, and recording artists and entertainers—each navigating unique challenges and opportunities.
Our work begins with an integrated planning approach. We believe thoughtful, holistic planning—grounded in a deep understanding of each client’s goals—is the foundation of long-term success. With an individualized emphasis on tax-efficiency across asset allocation, asset location, and individual client structures, we help clients preserve and grow their wealth with intention and clarity.
Our success is built on our unwavering commitment to our clients, the transparent way we conduct business, and our passion for helping clients achieve what matters most. We take pride in guiding our clients through complex financial decisions and are honored by the trust they place in us.
We could not deliver the exceptional level of service we provide without the dedication, experience, and expertise of our team. Our colleagues share a deep belief in our mission: to empower our clients with tailored strategies that adapt as their lives, families, and businesses evolve. We are proud to witness the impact of our advice as clients secure their financial futures and reach milestones that matter most to them.
In an ever-evolving financial landscape, complexity breeds opportunity. Our accomplishments over the past decade inspire us to continuously invest in our team’s expertise and embrace innovative solutions that enhance the value we deliver. We remain committed to anticipating our clients’ needs and providing thoughtful, forward-looking advice.
Our clients’ success is our success, and our success is measured by our clients’ achievements and peace of mind. We are grateful to the clients and partners who trust us with their most important financial decisions. For those new to our practice, we welcome the opportunity to build a lasting relationship with you and your family—one focused on helping you preserve, grow, and transition your wealth across generations.
Our Commitment to Puerto Rico
Modernizing our office for our clients and employees
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Vice President–Wealth Management
Chartered Financial Analyst®
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Vice President–Wealth Management
Chartered Financial Analyst®
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
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.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
