Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

mountain climbers

Neil Conway

Senior Vice President–Wealth Management

Financial Advisor

It’s the important things—our families, our values,
the impact we have on others—that connect us.
And although making sense of it all can be hard,
asking the right questions can make things clearer.
So when I talk to you about wealth management,
I want to learn about those life questions that are
on your mind. “Should I start my own business?
Is it better to leave my kids everything? Or
nothing? How do I set up a charitable fund? Will
my family be ok when I’m gone?”Together, I know we can find the
answers.

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17775 West Bluemound Road
Brookfield, WI 53045
  • (262) 794-0837

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

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

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