90
Collective years of experience
So many of life’s big decisions revolve around your wealth. That’s why you need a trusted advisor by your side, guiding you with personalized strategies that address what is most important to you and your family. As a UBS Private Wealth client, you gain access to expertise that is intentionally crafted to meet the complex needs of highly successful individuals and families. When it comes to helping you manage your wealth, we offer thoughtful, tailored solutions. Our team takes the time to get to know you, and to cultivate a relationship that is grounded in trust, transparency and mutual respect.
We go beyond investments to take a deep dive into your goals, passions and priorities. Whether you are a successful family looking to build a thoughtful road map for the future or an entrepreneur who requires smart, strategic advice, we stand ready to advocate for you. As part of UBS, one of the world’s largest private wealth managers, we can access a wide spectrum of resources and opportunities on your behalf. But while our capabilities are broad and deep, our advice to you will always be highly personal. You can count on us to support and guide you, your family and your business for decades to come.
Our clients know they are in good hands with our team. We advocate for you and your needs—sometimes even before you know you have them.”
Our small, highly integrated team is wholly invested in all the details of your financial life, no matter how small. From simple day-to-day transactions to helping you craft a road map for your multigenerational family, we are there to guide you. Our team has decades of experience working with successful individuals and families, helping streamline their complex financial and personal lives. We are proud of our hands-on approach, can-do attitude, white glove service and unwavering attention to detail.
90
Collective years of experience
Forbes Best-in-State Wealth Management Teams 2023
appearances in the media
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager