2.03B
Assets under management
Maintain focus and prepare for the future. At Muirfield Wealth Partners, that’s how we work with you. We’re an experienced group of caring wealth managers who deliver what we believe families need most today—long-term financial planning and responsible investing to help them pursue what matters most.
As a multigenerational team, we not only offer continuity in our practice, but advice that you can relate to no matter what your age. That’s why we believe our clients, their parents and their children often choose to work with us for life. They respect our knowledge and they value our genuine understanding of the challenges they face each day as they work, raise families and plan for milestones. From clarifying your retirement strategy to choosing the right insurance coverage, we welcome your questions. Backed by the strength, stability and global resources of UBS, we’ve never been better positioned to help you find those answers, protect those you love and enjoy the future you’ve earned.
To us, planning is the foundation of every successful client relationship. That’s why we begin with in-depth conversations to help us gain a clear understanding of what’s important to you and your family today and where you see yourself in 5, 10 or 20 years. We focus on your needs, concerns and priorities in addition to your current financial assets and liabilities.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
2.03B
Assets under management
16 person
seasoned team
341
Collective years of experience
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$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
