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.
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.
32+
Collective years of experience
$1 billion+
Assets under management
3
Investment professionals on the team
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager