$3.9 trillion
In invested assets globally
As of 12/31/2022
It takes hard work and genuine care to act in our clients' best interests. We believe we owe it to them to deliver and demonstrate the value we bring to our relationships. In return, we want you, as our client, to feel comfortable sharing your lives and concerns-both financial and family-related.
Our clients set high standards for themselves. They value hard work and what it takes to be successful. We at Shaw Miller Wealth Management share that same perspective within our very important role-your financial advocate.
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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