$5+ trillion
In invested assets globally
As of 11/07/2023
Navigate Wealth Partners is an experienced team who have guided individuals, families and business owners through transition events. From early-stage planning through the post-sale period, we help clients navigate complex liquidity events. Year after year, successful families, entrepreneurs and executives have chosen our team to help them simplify their financial world, manage risk and pursue their most important planning and investment goals.
Whether you’re seeking financial planning or customized portfolio construction, transitioning away from your business or a family office creating a more tax-efficient estate strategy, we will collaborate with you and your other professional advisors to deliver one integrated approach. Navigate Wealth Partners provides you with a boutique experience, trusted financial advocacy and straightforward advice—a plan tailored for the life you lead and the priorities that matter most to you.
We not only tackle the complex situation you face today, but also help you plan strategically for the future. Exceeding your expectations is our goal.
Family-oriented environment
We recognize that you need a customizable investment platform, along with family-focused services that help build confidence and trust. We strive reach across generations, create continuity and provide wealth preservation opportunities.
Collaboration and connection
As a team, we tap each other’s experience and abilities. We have built strong relationships with experts, both inside and outside of UBS. In addition, we will work closely with your team of accountants and attorneys.
Accessibility and accountability
From daily account troubleshooting to setting up online services to handling statements and tax information, our entire team combines personal attention with informed strategies for tackling all your needs.
Our seasoned team has guided generations of families, senior executives and entrepreneurs through complex wealth challenges. With our extensive backgrounds, we bring an experienced planning perspective to your financial world as we help prioritize your goals—from liquidity to legacy planning, establishing your proper asset allocation, managing risk and assessing your estate and charitable planning strategies.
Senior Vice President
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Senior Vice President
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
