$2.8 trillion
In invested assets globally
As of 06/30/2022
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
