$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager