$1 Billion
Assets under management
$1 Billion
Assets under management
7 person
seasoned team
20
Years in business as a team
Wealth is rarely the result of a single decision. It’s built over time – through vision, discipline, and pivotal moments that shape both opportunity and responsibility. As goals are achieved, the focus naturally shifts from accumulation to intention: protecting what’s been built, creating flexibility for what’s next, and ensuring wealth supports the life, family, and legacy you envision. At Lifetime Wealth Management, we help individuals, families, and businesses navigate an increasingly complex landscape with a thoughtful, personalized strategy designed to evolve as your goals are realized and redefined.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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.
Escape velocity?
Our Chief Investment Office presents its outlook for the new year in the 2026 edition of Year Ahead.
Stocks are rising on AI momentum, but inflation and national debt pose new challenges. Let’s review the research together and find the best solutions for the year ahead—and beyond.
