$6 trn
UBS Group invested assets
As of 12/31/2024
At Sage Partners, we understand that many of life’s big decisions involve your wealth. That’s why we are dedicated to working with high net worth individuals and families to help maximize that wealth. Our decades of collective experience, combined with our access to the vast resources and insight of UBS, one of the world’s largest wealth managers, makes us ideally positioned to deliver you bespoke advice and solutions. In working with you to articulate your financial goals and passions, both short and long term, our team uses a unique process centered on what values and issues are most important to you, your family and your business. All with the goal of giving you greater confidence in your future.
Our comprehensive approach and deep understanding of the opportunities and challenges faced by individuals and families with substantial wealth means that we can deftly address any issue that may arise, no matter how complex. We adopt a “family office–like” approach, and focus on bringing integrity, passion and strategic thinking to our relationship with you. Above all, you can rest assured that we will be there to guide and support you and your family as you navigate your wealth journey—assisting with everything from day-today minutiae to life-changing decisions.
Michael Peirce CFP® CIMA®, Forbes Best-in-State Wealth Advisors, 2019-2024 and Ranked #1 in Utah for 2025
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
The advisor paid a fee to display the rating logo in connection with the award.
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.
Michael Peirce CFP® CIMA®, Barron's Top 1,200 Financial Advisors, 2022-2024 and Ranked #1 in Utah for 2025
The Barron's rating is awarded annually in March based on information from the prior year Q3.
The advisor paid a fee to display the rating logo in connection with the award.
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.
Sage Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
The advisor paid a fee to display the rating logo in connection with the award.
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.
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
