$1 billion+
Assets under management
The Kleiman Wealth Management Group is committed to helping you plan for your future by providing comprehensive wealth management strategies for all your financial needs. Families, business owners and corporate executives count on us for our trusted advice, effective management of risk and commitment to the highest levels of service.
With a focus on preserving and growing wealth, we deliver personalized solutions. Whether it’s planning for your retirement or helping to protect your estate for your children and grandchildren, we have the experience to help you work toward all your goals. With our access to the global resources of UBS, one of the world’s largest wealth managers, we can offer you the firm’s perspective and insights.
Risk management is central to our practice. We strive to avoid exposing clients to more risk than they can afford or they need to meet their goals. Our goal is to rise above the competition with superior communication and customer service.
$1 billion+
Assets under management
237
Collective years of experience
Our mission is to provide comprehensive wealth management strategies, personalized to your needs. We know each client is different so we offer focused advice specifically geared to where you want to go—and help you get there. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Portfolio Manager
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Relationship Manager
Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Managing Director–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Portfolio Manager
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Relationship Manager
Director
Senior Wealth Strategy Associate
Senior Wealth Strategy 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
Bring us all your ambitions and challenges. No matter what comes your way, we reimagine advice to turn your possibilities into a plan—for you, your family and the world. Together, we’ll make it happen.
What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
