$2.1 billion
Assets under management
As advisors to successful entrepreneurs and families, we appreciate that our clients want and need more than investment advice. More than performance. They want stewardship—advisors who understand them and care about their financial well-being—long term.
At The Phillips Hayes Group, we view wealth management as addressing all aspects of your financial life. From exiting your business to planning your legacy, our advice reflects who you are, what you’ve accomplished and your intention for the next generation. We are a UBS Private Wealth Management team with a 27-year history of working seamlessly together. Harnessing the resources of one of the world’s largest wealth management firms, we’re dedicated to delivering you the very best UBS has to offer. With the responsiveness and service you deserve, we help you plan for and pursue the goals that matter to your family and your future.
$2.1 billion
Assets under management
62
Client relationships
29
Years in business as a team
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Managing Director–Wealth Management
PWM Financial Advisor
Managing Director–Wealth Management
PWM Financial Advisor
Senior Vice President–Wealth Management
PWM Financial Advisor
Investment Associate
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Managing Director–Wealth Management
PWM Financial Advisor
Managing Director–Wealth Management
PWM Financial Advisor
Senior Vice President–Wealth Management
PWM Financial Advisor
Investment Associate
Authorized Officer
Senior Wealth Strategy Associate
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.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
51 countries
Our global footprint
More than 160 years
offering financial advice
Global leader
UBS is a leading and truly global wealth manager
