$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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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