$3.9 trillion
In invested assets globally
As of 12/31/2022
Senior Vice President–Wealth Management
Certified Exit Planning Advisor
Sam has twenty-seven years of wealth management experience and helps business owners, executives, and their families through life changing liquidity events while also helping them to maximize the positive impact that they can have on their lives and their communities. He serves as an essential resource by delivering the expertise, advice, and customized solutions that provide his clients with the highest probability of personal wealth management success.
I invite a conversation.
512-731-1367
sam.fischer@ubs.com
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.
Explore ideas and strategies for success in ‘The new paradigm’
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$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