Managing complexity for a confident future


King WM Approach

Understanding you means understanding your family, your values and what defines your vision for the future. That’s why we actively listen, embrace your passions and offer advice that is essential to pursuing your goals.

We’re a team of seasoned financial professionals, driven to bring real change for you, your business or your organization. Our goal is to help simplify your life so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence.

When it comes to helping clients pursue their goals, our ears are our best resource.

- Bud King, CFA®

Family Advisory and Philanthropy

Estate Planning Strategies

Exit planning

Asset Allocation and Investment Management


Corporate Retirement Planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager