2.2B
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.
Ranked as the #1 Forbes Best-In-State Wealth Management Team for 2024 and 2025, in Ohio.
The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Recognized by Forbes as one of America’s Top Wealth Management Teams High Net Worth for 2024.
The Forbes rating is compiled by SHOOK Research and awarded annually in November based on information from a 12-month period ending in March of the award year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
2.2B
Assets under management
17 person
seasoned team
325
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.
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.
An overview of philanthropic strategies and their impact to help you evaluate different options.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
