Your life. Your wealth. Your future.

Pursue what matters most

SGM Wealth Management Photo

As a distinct team within UBS and nearly a century of combined experience, we'll work alongside you to develop a tailored plan encompassing all of your complex investing, planning, and financing priorities. Our team offers a seasoned perspective and access to the dynamic presence of the world's leading wealth manager. No matter what you seek to accomplish with your wealth, we're here to help you unlock opportunity, create continuity, and empower you for years to come.

Retired couple

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Senior executives

Advice for business owners

Multigenerational families

retirement couple

Retirement planning


Investment Management

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022


for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022