$5+ trillion
In invested assets globally
As of 11/07/2023
When it comes to your future, you probably have some big questions. Will you be able to retire when you wish? Can you sell your business and live off the proceeds? How can you help your grandchildren pay for college?
To find the answers you seek will take more than an investment portfolio. It requires a knowledgeable team that cares about you and what you want to accomplish. At The Searing Dickson Group, we go well beyond managing stocks and bonds. We learn about you, present your options and set you on a path toward your goals.
Our team is very interested in learning about our clients, and it shows.
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.
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
