Sheehan ∙ Heisler ∙ Rosenberg Wealth Management
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A plan for today, tomorrow and generations to come

Sheehan ∙ Heisler ∙ Rosenberg Wealth Management

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

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SHR with Kate

Trusted by clients. Recognized by the industry.

120+

Collective years of experience

As of 01/01/2026

1.4 billion

Assets under management


Forbes Best-in-State Wealth Management Teams. 2024-2026

Forbes Best-in-State Wealth Management Teams. 2024-2026

The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

UBS Top 5

UBS Top 5

What you need to know now

Our bi-weekly newsletter gives you insights into what’s top of mind for investors:

  • What to know before claiming Social Security
  • Looking under the hood of the US economy
  • Earnings and easings abroad set S&P 500 record
  • Incorporating passion into your portfolio
  • UBS Trending: The age of AI machines

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Empowering you through education

Explore insights, tools, and resources designed to help you make confident, well-informed decisions, at every stage of your financial journey.

Advice is our craft

Our experienced team provides thoughtful guidance and proactive service to help you pursue your goals. With financial planning at the center of our process, we work to support you, your family, and your business in preserving wealth, creating continuity, and unlocking opportunity.

Watch our videos to learn more about our unique approach to wealth management.

Guiding with purpose

We listen beyond the numbers. By truly hearing our clients, what they say and what is left unsaid, we guide them towards sustainable investments aligned with their values, goals, and retirement vision. Thoughtful planning helps turn dreams into enduring impact. 

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

House View Monthly

Nadia Lovell, Head of Global Equity Strategy and Management, Leslie Falconio, Head of Taxable Fixed Income Strategy CIO Americas, and Andrew Dubinsky, US Senior Economist CIO Americas, shared their perspectives on the current market outlook and discussed the key themes shaping today’s investment environment.

August 06, 2026

Three generations in apple orchard

Turn possibilities into a plan

Family on back porch

Wealth transfer across generations

Helping women take charge

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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