Your life. Your wealth. Your future.

Pursue what matters most

Team Photo

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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.


Our experience...


Our planning advice...


Our investment approach...

Wealth, from your point of view

Advice for business owners and entrepreneurs

Estate planning strategies


Jonathan Murray’s radio commentary

1090 AM WBAL weekdays at 4:32 p.m. EST.

Since 1999, Jonathan Murray has earned national recognition as a financial contributor for CNBC, Fox News and as the daily financial analyst on 1090 AM WBAL NewsRadio in Baltimore.

Backed by the strength of UBS

A global leader in wealth management

$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