$5+ trillion
In invested assets globally
As of 11/07/2023
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager