One team for your plan and plan participants

Our Approach

Our goal is to provide a personalized experience for your employees. Our aim is to grasp the essence of your company's culture and the needs of your employees. Once we have a clear understanding of your company culture, we formulate a customized plan to assist you and your participants. This plan may entail assessing and bench marking your 401k, servicing your executives, or educating your ESOP participants and reviewing distribution options. We offer both in-person and online seminars. Our best clients elect to provide live one-on-one coaching for all employees with our financial wellness program. Once we understand your company’s needs, we become an extension of your HR team offering support and advice while enriching your corporate culture. As an experienced and dedicated team, we leverage the vast resources and strong financial backing of a powerful global leader to help support your organization. 

Adult couple on cell phone

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Workplace Wealth

Retirement Couple

Retirement readiness

Woman reading

The power of investing now

Guiding founders and business owners

Advising corporate executives

Retirement plan sponsors

Sitting on ledge outside store

Workplace Wealth Solutions

Creating a truly rewarding workplace

Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

Kahner Segal Partners