32+
Collective years of experience
McGrath Consulting takes a team approach to helping individuals, families and trustees simplify the challenges that come with protecting, growing and transitioning wealth. We offer the experience to manage your complex financial needs and a commitment to understanding your goals wherever you are in life.
Backed by the extensive resources of UBS, we can help you to create a comprehensive, goals-based plan for managing and safeguarding wealth. We work with an entire ensemble of dedicated professionals, from experienced trust and estate specialists to experts in retirement, insurance and investments to make sense out of all the moving parts of your finances.
We provide the kind of trusted financial planning, fiduciary guidance and special needs support that builds long-lasting relationships.
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.
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
32+
Collective years of experience
$1 billion+
Assets under management
3
Investment professionals on the team
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
