$3.9 trillion
In invested assets globally
As of 12/31/2022
At McNeil Wealth Management, “together” is the word that best defines us. Together our new, multigenerational team collaborates closely with clients to steward wealth through financial planning that focuses on long-cherished goals and objectives.
As a team with deep roots in West Texas, we understand the complex financial situations that may arise from royalty income, farming and ranching and other local businesses. We believe in the importance of family, which is why we advise on next-generation planning informed by the values underlying our clients’ wealth.
Our team is backed by another team—UBS, with its global network of resources. Together we offer our clients fresh perspectives and a host of innovative wealth management solutions to assist them and their families in all stages of their financial lives.
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.
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.
For some of life's questions you're not alone. Together we can find the answer.
With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022