$1.7 Billion
Assets under management
At The Quantum Group, we understand that wealth is more than numbers on a balance sheet; it's a reflection of your life's work, your dreams for the future, and the values you hold dear. That's why we take a personalized, holistic approach to financial planning that goes beyond mere portfolio management. Our mission is simple: to align your financial resources with your deepest values and aspirations, empowering you to build a legacy that transcends generations.
It's easier to make the right decisions when you’re guided by advice you can trust—advice that’s focused on what matters most to you.
Where your values shape your financial future
$1.7 Billion
Assets under management
15
Investment professionals on the team
130
Collective years of experience
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.
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager