$5.8+ trn
UBS Group invested assets
As of 03/31/2024
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Personal & Community
Kenneth holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #2015722
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Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager