$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 largest wealth manager. Our team is dedicated to excellent service, 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 help you address uncertainties, face the future with confidence…and simplify your life.
$2 billion
Assets under management
30
Years in business as a team
12
Investment professionals on the team
Ebb and Flow
Long River Wealth Management speaks with business, community, and thought leaders on the subjects shaping our culture, driving financial markets, and touching our lives. Join us to hear the most fascinating among us discussing their inspirational stories.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager