$3.9 trillion
In invested assets globally
As of 12/31/2022
We can help find the answers you need
If you’ve answered “no” to any of these important questions, our team at Mountain View Wealth Management can help. We understand the demands on your time and energy, and also constant pressures you face from patient demands and unpredictable schedules. It’s no wonder that managing your personal finances—insurance, estate planning, protecting your long-term “safety” assets—is an afterthought. But today, more than over, the costs of inaction could be very high.
That’s why Focus Health Solutions has given us this opportunity to provide you with the planning advice and investment oversight you need to help grow and protect all you’ve achieved. More importantly, we can help you make informed financial decisions today, so you have more freedom to focus on other priorities, confident that you’ve planned for your family and your future.
This website is for employees of Focus Health only. UBS Financial Services Inc. is not affiliated with Focus Health.
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.
Because we are comprehensive wealth managers, with just one phone call, you can begin that all-important planning process with us. The result? Your customized financial plan designed with your wealth and your priorities in mind. Here’s what you can expect from your relationship with our team:
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager