$6 trn
UBS Group invested assets
As of 12/31/2024
Our Team
Mulroy Martin Wealth Management consists of three professionals who have more than 60 years of combined financial service industry experience. We provide our clients complete access to the entire team, while leveraging each member’s specialized expertise to enhance the team’s overall value.
Our Mission
At Mulroy Martin Wealth Management , our mission is to provide customized financial and estate planning coupled with independent investment advice. We seek to be the first call for all your financial needs by giving you access to the extensive resources of UBS. We aim to exceed our client’s expectations by offering effective investment advice, clear and timely information, and exceptional service.
Our Commitment
Mulroy Martin Wealth Management is committed to providing objective and straightforward financial advice through goal-oriented financial planning. We strive to know our clients beyond the numbers and believe that deeper relationships lead to better advice. We value your time and trust, therefore will always communicate in a timely manner.
Our Process
At Mulroy Martin Wealth Management , we initially review our clients’ assets, liabilities, and future cash flow needs, followed by in-depth discussions of your personal financial goals. We consider all aspects of our clients’ financial needs including retirement planning, capital needs, insurance, and legacy/estate planning. We provide a written plan to establish accountability and on a regular basis will review market conditions, economic outlook, risk tolerance, and our progress toward your goals.
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.
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.
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$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
