$5.9+ trn
UBS Group invested assets
As of 06/30/2024
The Jim Macdonald Group provides comprehensive wealth advisory services to individual investors, estates and organizations. The process begins with a conversation - the sharing of information so that Jim and his team have a thorough understanding of your goals and objectives both personal and financial. Particular attention will be paid to your cash-flow needs, risk tolerance and investment time horizon so that the team can develop an appropriate strategy for managing your wealth in a tax-efficient manner.
*UBS Financial Services Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager