$7 trn
UBS Group invested assets
As of 12/31/2025
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
MB Wealth Management distinguishes itself with both financial experience and personal service. We take great pride in developing relationships that span decades and generations. With such discerning clients, we know that longevity is the greatest validation of our efforts.
From coast to coast, we work closely with our private and institutional clients to help achieve their objectives both today and in the future. Our clients look to us for our 40 plus years of experience and the resources brought to bear by a truly global firm.
We are intensely committed to:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Balancing living and giving
Discover strategies to make your savings last
The latest Chief Global Investment Office Investment Management report outlines how families can thoughtfully balance living and giving by aligning spending, gifting, and legacy goals with long-term financial security. It explores the trade-offs between supporting lifestyle needs, maintaining flexibility, and making a meaningful impact over time.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
