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$6 trn
UBS Group invested assets
As of 12/31/2024
Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.
Managing Director–Wealth Management
Institutional Consultant, UBS Institutional Consulting Program
As the son of Korean immigrants, Peter embraced hard work early, managing one of many family businesses at age ten. At thirteen, his family lost everything. The experience left an indelible mark on Peter, fueling his drive to serve his country as a Cadet at West Point and eventually leading his own wealth management team to help others successfully achieve their financial goals.
With wealth management experience of almost 30 years, Peter serves as a resource and partner to his clients. Having held previous positions as a branch manager and training coordinator for one of the “Big 4” investment firms in the Phoenix metropolitan area; his unique industry knowledge provides value in his clients’ lives by navigating them toward their financial goals.
Drawing from his military experience and with a comprehensive perspective in wealth management, Peter is disciplined in crafting customized plans and implementing personalized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax-efficient investing, retirement planning, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on your short and long-term outcomes.
The Choy Group assists corporate executives and business owners maximize personal and business assets while offering lending solutions. With many industry designations, Peter also serves as a fiduciary to Retirement Plans, Endowments & Foundations.
The Choy Group has team members located in both Arizona and Tennessee to serve our clients. Peter is based out of Franklin, Tennessee while his daughter, Ella, attends Vanderbilt University. He travels back to Arizona frequently to meet clients and team members.
Personal & Community
West Point Class of ’98 Fund | Active Donor
Sun Lakes Crown Rotary | Paul Harris Fellow
Coloring for a Cure | Board Member
Caring 4 Paws | Board Member
Recognized as an industry leader:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Peter Y. Choy, AIF, CRPC, CRPS is also part of:
The Choy Group
Lets connect
Managing Director–Wealth Management
Institutional Consultant, UBS Institutional Consulting Program
As the son of Korean immigrants, Peter embraced hard work early, managing one of many family businesses at age ten. At thirteen, his family lost everything. The experience left an indelible mark on Peter, fueling his drive to serve his country as a Cadet at West Point and eventually leading his own wealth management team to help others successfully achieve their financial goals.
With wealth management experience of almost 30 years, Peter serves as a resource and partner to his clients. Having held previous positions as a branch manager and training coordinator for one of the “Big 4” investment firms in the Phoenix metropolitan area; his unique industry knowledge provides value in his clients’ lives by navigating them toward their financial goals.
Drawing from his military experience and with a comprehensive perspective in wealth management, Peter is disciplined in crafting customized plans and implementing personalized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax-efficient investing, retirement planning, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on your short and long-term outcomes.
The Choy Group assists corporate executives and business owners maximize personal and business assets while offering lending solutions. With many industry designations, Peter also serves as a fiduciary to Retirement Plans, Endowments & Foundations.
The Choy Group has team members located in both Arizona and Tennessee to serve our clients. Peter is based out of Franklin, Tennessee while his daughter, Ella, attends Vanderbilt University. He travels back to Arizona frequently to meet clients and team members.
Personal & Community
West Point Class of ’98 Fund | Active Donor
Sun Lakes Crown Rotary | Paul Harris Fellow
Coloring for a Cure | Board Member
Caring 4 Paws | Board Member
Recognized as an industry leader:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Peter Y. Choy, AIF, CRPC, CRPS is also part of:
The Choy Group
Lets connect
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
