$2.8 trillion
In invested assets globally
As of 06/30/2022
In a rapidly changing retirement plan landscape, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. You require a Senior Institutional Consultant ally who understands unique culture of your organization and has the experience, resources and industry longevity to help you simplify plan complexity and manage the needs of your employees.
Since 1996, my team and I have been supporting successful corporations, non-forprofit and associations by offering a blend of personalized consulting services, proactive investment guidance and customized participant education. Working closely with your HR team, finance team, senior management and rank-and-file employees, our team offers all of the personal attention of an intimate practice without having to give up the strength, security and expertise as one of the largest wealth managers in the world.
By gaining a deep understanding of your company culture, we’ll work closely together to integrate plan design consulting with employee and targeted communication programs in order to help increase overall plan participation and retirement readiness.
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.
A global leader in wealth management
Our team is supported by the vast resources of UBS. Because of our long tenure at UBS, we have built lasting relationships with an extensive network of specialists across the firm. We are able to leverage these relationships, as well as professionals across the industry, in order to offer you the products and services you need to meet your needs.
We are backed by one of the largest wealth management firms across the globe. UBS is built on a 150-year tradition of serving generations of individuals, families and institutions. This dynamic presence provides us with extensive reach and the ability to help your organization and employees understand the global economy and make better investment decisions.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager