$5+ trillion
In invested assets globally
As of 11/07/2023
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager