$5+ trillion
In invested assets globally
As of 11/07/2023
By taking on a fiduciary role, my team and I specialize in retirement plans for businesses, corporations and institutions. We have extensive experience serving as an advocate for retirement plan sponsors and participants.
Colin Murphy is a Chartered Retirement Planning SpecialistSM (CRPS®) and a Senior Retirement Plan Specialist with access to extensive resources and tools. With more than 25 years of experience providing customized planning and investment strategies to institutions and individuals, Colin taps his extensive background in fixed income management and institutional bond trading as the team’s corporate services and 401(k) specialist.
My team has the capabilities and experience to offer customized advice and fiduciary services designed specifically for your retirement plan. You can be confident that the strategy we develop is based on what you and your business need.
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager