$5.9+ trn
UBS Group invested assets
As of 06/30/2024
“Our process helps educate business owners on the viability of their business and tax-efficient exit strategies so they can preserve and pass on the wealth they’ve worked hard to create.”
— MPI Wealth Management
We focus on what matters most to our clients, their families, and their businesses. We believe in building lasting relationships by providing transparent and consistent expertise. Our team strives to optimize the wealth and legacy of our clients by delivering dependable service and impactful advice.
Focusing on business transition planning, wealth transfer and post-liquidity wealth management, our team brings the global resources of UBS to the local level. With nearly 20 years of experience helping individuals and families, we know the importance of running a disciplined process when evaluating the most tax-efficient ways to monetize a business, execute a transition and plan your post-exit life.
Why choose us?
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.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice