$6 trn
UBS Group invested assets
As of 12/31/2024
Our team is dedicated to providing comprehensive and long-term wealth management strategies tailored to your unique financial goals. At Inspired Wealth Management, Trish is passionate about empowering clients with clear insights and a complete understanding of their financial circumstances.
Our defined process breaks down your goals into three key areas: Liquidity, Longevity, and Legacy. This structured approach helps simplify the complexities of investing and actively engages you in the planning process.
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.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022