Your life. Your wealth. Your future.

Pursue what matters most

SGM Wealth Management Photo

As a distinct team within UBS drawing upon 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 your family for generations to come.

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

The proof is in our numbers

6 person

seasoned team


Collective years of experience


Assets under management