Focused on your goals. Committed to your future.

MWP 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.

Planning+4®

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:

Technology focused

Whether working remotely or just being green, mobile statements are just a click away.

http://www.ubs-campaign.com/action/click/?id=2J52718749065P40316 

A focus on personalized access and service

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.

Multigenerational family strategies

Multigenerational family strategies

Purpose-driven life planning

Purpose-driven life planning

Your lifelong financial plan. UBS Wealth Way

Your lifelong financial plan. UBS Wealth Way

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

Insights