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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
California Insurance License #0C44811
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.
California Insurance License #0C44811
Lets connect
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
