$5+ trillion
In invested assets globally
As of 11/07/2023
With the skill to manage your entire financial life and the commitment to engage each generation of your family, Kolton Wood Wealth Management offers thoughtful advice and education to meet your goals. We strive to be your personal advocate, providing the kind of customized solutions that build lasting relationships.
Our entire team is dedicated to understanding your distinct financial needs and protecting the lifestyle you have so carefully built. We provide a diverse clientele of business owners, professionals, retirees and affluent families with financial planning and personalized portfolio management in every market condition.
The depth of our experience has given us a rounded perspective on wealth planning. We strive to always offer advice that is relevant to your life and your success.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client 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.
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.
$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