Your evolving business

Comprehensive wealth management for business owners

Person standing on mountaintop

You are the core of everything we do. We serve your business, family, and legacy seeking the highest codes of ethics and integrity, and by utilizing our collective and individual financial expertise. With proven success through creative solutions, our team is committed to empowering your financial growth. We invest in your needs, and seek to deliver results that serve your future and lifestyle. Like you, we’re driven to secure future generations of your family so that they’re poised for endless potential. Our clients have strengthened the foundation of our mission for years, and we’re proud to serve them year after year with excellence. After all, you should expect nothing less than excellence from your financial planning team—and we are determined to provide it.

Greg Mayeux, CFP®, CIMA®, CRPS®, CEPA®, launched Mayeux Wealth Management UBS in 2013. Backed by the strength of UBS—a world-leading wealth manager with over 160 years of experience—we serve our clients and community by turning possibilities into results-oriented plans. We support family-owned businesses and individuals by helping them manage the many facets of their financial lives, and guiding them through challenges towards security and stability. Through in-depth conversations, we develop a thorough understanding of your goals, and together, we work to get you there.

Serving your family, your business, and your legacy with financial peace of mind. For life.

- Greg Mayeux UBS Financial Services
two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

Three generations on beach

From success to succession

Business Owner in entryway

Advice for business owners & entrepreneurs

Family on back porch

Wealth transfer across generations

Clients sitting with advisor

Empower your investments

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

Global leader

UBS is a leading and truly global wealth manager

Mountain climbers on peak at sunrise

A leading global wealth manager

House View Monthly

Three generations in apple orchard

Turn possibilities into a plan

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings