$6.9 trn
UBS Group invested assets
As of 10/29/2025
For over 30 years, the Rathjen Consulting Group has been providing sophisticated investors, their families, businesses and nonprofits with integrated Private Wealth Management services. As a team of independent thinkers guided by our own experience, not others’, we believe we bring thoughtful, well-informed perspective to our clients’ individual and institutional planning and investment goals.
Whether you are navigating your family’s financial challenges or helping your employees or your endowment pursue theirs, we offer advice that evolves with you and today’s changing wealth management landscape. You can trust that our team is singularly focused on one goal: lasting financial well-being.
Your organization has many responsibilities—to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.
We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Investments
Financial Advisor
Account Vice President
Financial Advisor
Client Associate
Client Associate
Managing Director–Investments
Financial Advisor
Account Vice President
Financial Advisor
Client 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.
As a plan sponsor, you seek to fulfill your fiduciary obligations and deliver a comprehensive and cost-effective retirement plan to your employees. We are experienced retirement plan consultants who can help you streamline plan administration, attract and retain talent, and prepare your employees for a comfortable retirement.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
Our approach focuses on helping you in three key areas:
As someone with responsibility for a corporate pension fund, corporate reserves endowment or foundation, you face circumstances that are unique to your organization. Our team has the skill and perspective to align investment strategy with financial obligations, positioning your organization to pursue its mission.
In our consulting role, we are driven to provide fiduciary investment advice and creative strategies to address your unique situation. You’ll benefit from our vast global resourcesincluding our intellectual capital and thought leadership.
As someone with responsibility for a corporate pension fund, corporate reserves endowment or foundation, you face circumstances that are unique to your organization. Our team has the skill and perspective to align investment strategy with financial obligations, positioning your organization to pursue its mission.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Tax-smart plans for 2025
Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.
As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.
