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

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$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