$3.9 trillion
In invested assets globally
As of 12/31/2022
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, 2020, 2021, 2022, 2023
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The advisor paid a fee to display the rating logo in connection with the award.
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, 2023
The Barron's rating is awarded annually in March and is based on information from the prior year Q3. The advisor paid a fee to display the rating logo in connection with the award.
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, 2023
The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award 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
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth 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
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth 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
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
