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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
With wealth management experience spanning over a quarter century, Peter serves as a resource and partner to his clients and their needs. Having held previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area; his unique industry knowledge provides value in his client's lives by navigating them toward their financial goals.
Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in crafting customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves retirement planning, tax-efficient investing, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.
The Choy Group offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many industry recognized designations he holds, Peter is also an Institutional Consultant and a Retirement Plan Consultant with UBS. These distinctive titles allow Peter to assume a fiduciary role in the design, implementation and oversight of qualified plans.
Peter splits his time between residences in Gilbert, Arizona, with his wife, Laura, and daughter, Grace, and Nashville, Tennessee, where he spends time with his oldest daughter, Ella, who attends Vanderbilt University.
Recognition
· President's Council | 2018, 2020, 2022 - 2024
· Director's Council | 2017, 2019, 2021
· Five Star Wealth Manager | 2013 - 2016
· Practice featured in Forbes magazine | 2013
Personal & Community
West Point Class of '98 Fund | Active Donor
Coloring for a Cure | Board Member
Caring 4 Paws | Board Member
Sun Lakes Crown Rotary | Paul Harris Fellow
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
With wealth management experience spanning over a quarter century, Peter serves as a resource and partner to his clients and their needs. Having held previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area; his unique industry knowledge provides value in his client's lives by navigating them toward their financial goals.
Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in crafting customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves retirement planning, tax-efficient investing, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.
The Choy Group offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many industry recognized designations he holds, Peter is also an Institutional Consultant and a Retirement Plan Consultant with UBS. These distinctive titles allow Peter to assume a fiduciary role in the design, implementation and oversight of qualified plans.
Peter splits his time between residences in Gilbert, Arizona, with his wife, Laura, and daughter, Grace, and Nashville, Tennessee, where he spends time with his oldest daughter, Ella, who attends Vanderbilt University.
Recognition
· President's Council | 2018, 2020, 2022 - 2024
· Director's Council | 2017, 2019, 2021
· Five Star Wealth Manager | 2013 - 2016
· Practice featured in Forbes magazine | 2013
Personal & Community
West Point Class of '98 Fund | Active Donor
Coloring for a Cure | Board Member
Caring 4 Paws | Board Member
Sun Lakes Crown Rotary | Paul Harris Fellow
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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
