$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Multigenerational financial and life planning
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. From those findings, we can then develop a more formalized plan—your custom road map for moving forward no matter what your life stage or milestone you hope to achieve.
Our Planning+4® process ensures that we’ll meet with you four times annually to update you and discuss your progress toward your most important goals, which may include:
Whether working remotely or just being green, mobile statements are just a click away.
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Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
More than 150 years
offering financial advice