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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior Vice President–Wealth Management
Financial Advisor
My partner Sharon Wenzel and I have been working with high net worth individuals for over 30 years. In addition to all required securities licenses I hold commodities and insurance licenses. Sharon is also fully licensed and passed the uniform CPA examination in 1992. She received her MBA from Cleveland State in 1998.
Senior Vice President–Wealth Management
Financial Advisor
My partner Sharon Wenzel and I have been working with high net worth individuals for over 30 years. In addition to all required securities licenses I hold commodities and insurance licenses. Sharon is also fully licensed and passed the uniform CPA examination in 1992. She received her MBA from Cleveland State in 1998.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
