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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Michael Sherman has been in the Wealth Management business for over 20 years and has founded his practice on two simple values: safety and longevity. In today's world of an uncertain market outlook and a tough investing landscape, you can find comfort in knowing that your money is being safely handled by an industry veteran with an approach that is tailored to each individual client's risk tolerance and financial goals. With a reputation for prudent investing, Michael Sherman has successfully built and protected the wealth of hundreds of clients, assisting them in providing a safe financial future for themselves and their loved ones.
Lets connect
Senior Vice President–Wealth Management
Michael Sherman has been in the Wealth Management business for over 20 years and has founded his practice on two simple values: safety and longevity. In today's world of an uncertain market outlook and a tough investing landscape, you can find comfort in knowing that your money is being safely handled by an industry veteran with an approach that is tailored to each individual client's risk tolerance and financial goals. With a reputation for prudent investing, Michael Sherman has successfully built and protected the wealth of hundreds of clients, assisting them in providing a safe financial future for themselves and their loved ones.
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
