$5+ trillion
In invested assets globally
As of 11/07/2023
The Garnett Group offers a balanced point of view as you face important life events, navigate retirement or plan your legacy. Our team is committed to each generation of your family, providing comprehensive wealth management and personalized investment guidance.
We bring you the innovative thinking you need to meet your financial challenges and the integrated planning to pursue your goals. That commitment forms the foundation of our values.
Our comprehensive perspective helps define wealth management
Advanced planning + Investment management + Relationship management
We believe that smart advice, a quick response and great service engender trust. Families count on our ongoing planning to help them feel confident about their financial future.
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.
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Client Associate
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Client Associate
Vice President–Wealth Management
Financial Advisor
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
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
