Your life. Your wealth. Your future.

Pursue what matters most

Lifetime Wealth Management Profile Photo

Lifetime Wealth Management

$650 million

Assets under management

7 person

seasoned team

17

Years in business as a team


By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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UBS Advisor Podcasts

Briefly Speaking with Lifetime Wealth Management

Staying up to date with the changing world of personal finance is important, and so is your time. We keep you informed with short monthly thoughts on investing, planning, and the investment markets. Take just a few moments to learn more about a lifetime of planning with Lifetime Wealth Management.

Personalized access and service

You could say our "job" is managing wealth. To us, though, it's not a job at all, but a passion. And a promise.

Our highly credentialed team offers thoughtful perspectives and proactive service to help meet your goals, no matter how complex. Our team strives, relentlessly, to make sure you feel well taken care of. We are your partner and sounding board. Most importantly, we put to work for you our firm's extensive global resources and industry-leading insights so regardless of market conditions, you have a clear direction and a strategy to guide you.

A team approach

A team approach

Your lifelong financial plan. UBS Wealth Way

Your lifelong financial plan. UBS Wealth Way

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights