$5+ trillion
In invested assets globally
As of 11/07/2023
At Simons and Cordes Wealth Management, we believe there is nothing more important than working with a team that truly understands the goals that are most important to you. Our track record speaks to the many men, women and their families who are actively preparing for or now living the retirement they earned. Building confidence in the future is what we do every day.
The value of a home town team
Our roots are in St. Louis. Like so many of our clients, it’s where we’ve raised families, built our business and invested hours of service to causes that mean so much to us. We believe in the same Midwestern values you do—hard work, discipline and dedication to community and family. We understand the importance of accessibility, which is why no matter where you are in the U.S., we’re available to help you.
As your financial advocates for the long term, each member of our team shares in your success as if it were our own. Simply, our priority is and always will be you.
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