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$6 trn
UBS Group invested assets
As of 12/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Authorized Officer
Team Administrator
Jennifer Wildman has been working in the financial services industry since 1992 and possesses a varied and vast skill set. Jenn is the "multi tool" of Sage Wealth Management Group. As such, she has moved into the role of Team Administrator. She is the team's relationship manager and takes pride in being an advocate for the client. Jenn has a holistic view of the complex needs of each relationship and works alongside the client, as well as their legal and tax professionals, for a robust team approach to both planning and service.
Jennifer lives in Linwood, NJ and enjoys entertaining, traveling and spending quality time outdoors with her husband Chris and their two sons, Zack and Steven.
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Team Administrator
Jennifer Wildman has been working in the financial services industry since 1992 and possesses a varied and vast skill set. Jenn is the "multi tool" of Sage Wealth Management Group. As such, she has moved into the role of Team Administrator. She is the team's relationship manager and takes pride in being an advocate for the client. Jenn has a holistic view of the complex needs of each relationship and works alongside the client, as well as their legal and tax professionals, for a robust team approach to both planning and service.
Jennifer lives in Linwood, NJ and enjoys entertaining, traveling and spending quality time outdoors with her husband Chris and their two sons, Zack and Steven.
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
