$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Transition can be truly transformative when managed thoughtfully and prudently-particularly when it comes to business. At Prospect Wealth Partners, our collective experience has helped guide many businesses and their executives through major transitions. Not only do we appreciate the uncertainties and the opportunities they often bring, but also the extreme demands on the time, energy and focus of our clients.
Given your many other priorities, it is important to engage a team you can trust to work diligently and intelligently on your behalf. A team dedicated to the proactive service and attention you need to feel confident that your financial world is well supervised and your goals are on track.
Whether you are currently leading a major liquidity transaction, considering exiting or selling your company, changing careers or planning for retirement or your estate, we can help toward making the best financial decisions for you, your family and your future.
Our initial consultations often show us that, as expert as our clients can be in their professional areas, they don’t manage their personal finances on quite the same level. It isn’t that they make mistakes – they simply get too busy.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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UBS is a leading and truly global wealth manager