$2 billion
Assets under management
You’ve created your wealth through hard work and a desire to provide for your family. Your success may be presenting new questions about what comes next. What does your second act look like? What help would you like to give to your children and grandchildren? What do you worry about?
We are an experienced team of Financial Advisors and skilled support staff, offering independent and tailored guidance backed by the resources of the world’s leading wealth manager. Our team strives to provide excellent services, clear and timely communication, and holistic advice designed to meet the unique needs of the individuals and institutions we are privileged to serve. From financial planning to risk management to investment performance, we aim to make all aspects of your financial situation work in harmony. Our comprehensive and empathetic approach can assist in addressing uncertainties and help you face the future with confidence.
$2 billion
Assets under management
30
Years in business as a team
12
Investment professionals on the team
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice in regular discussions with you and your family and through regular insights communicated through a variety of channels. To this end, our entire team concentrates its efforts on developing long-term relationships through a commitment to quality client service.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$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