$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Private Wealth Management
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.
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–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Senior Vice President–Wealth Management
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
