A comprehensive approach to complex needs

Private Wealth Management

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The story of your wealth is a testament to discipline and hard work. While your efforts have created boundless possibilities, your affluence also entails significant complexities. You need holistic advice and singular strategies designed to preserve what you’ve built, endow your family’s future and shape your unique legacy.

Sheila Klehm has spent more than 30 years as a Financial Advisor to prominent individuals, families, family offices, trusts and foundations. She understands the dynamics, opportunities and challenges that wealthy families face. Sheila dedicates herself to her clients, listening deeply, thinking creatively and acting strategically.

As part of Private Wealth Management at UBS, Sheila offers access to the firm’s breadth of global resources and exclusive insights. She works with an extended team of specialists to meet each client’s needs, both today and as they evolve over time.

My approach combines the head and the heart. I bring analytical rigor and sophisticated planning as I address the complexities, challenges and concerns that accompany significant wealth.

- Sheila F. Klehm, Managing Director–Wealth Management Private Wealth Advisor
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Fully integrated wealth management

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Personalized and creative solutions

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The right team for each client

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A focus on philanthropy

  • Sheila Klehm

    Sheila F. Klehm

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Addressing the complex needs of sophisticated families
    Sheila has earned a reputation as a philanthropist, dedicated advocate for women’s financial independence and education, and talented Private Wealth Advisor. In her career, she serves prominent individuals, families, family offices, trusts and foundations around the world. Sheila draws on her 30+ years of experience to deliver personalized and creative wealth management solutions tailored to her clients’ needs.

    Sheila understands the concerns, dynamics and possibilities that significant wealth presents. Her goal is to help clients solve their most complex issues across investment portfolio construction, wealth transfer planning, and meeting long-term trust, estate and philanthropic goals.

    She began her career at JP Morgan, where, over the course of 22 years, she worked with and led teams that advised ultra high net worth clients about their personal and business finances. She worked with Morgan Stanley Private Wealth from 2007 to 2014, and has been with UBS since 2014.

    “Private Wealth goes beyond a job for me. I’m passionate about helping families pursue their financial and life goals.”

    As a regular speaker on personal finance topics for women’s groups and events, Sheila has presented at Maria Shriver’s Move for Minds—Women’s Health Summit, the Villanova University Women’s Leadership Summit, and as a panelist and presenter for Morph Mom conferences.

    In 2012, the Villanova Business School awarded her its highest honor, the Rev. Joseph C. Bartley, OSA Alumni Medallion, for her distinguished career and extraordinary service to her community and the school.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

      • Private Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019

    Legacy—Wealth for others

    For needs that go beyond your own—to help you improve the lives of others

    What will your legacy be?
    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

    Learn more at ubs.com/wealthway.

    Backed by the strength of UBS

    A global leader in wealth management

    Global leader

    UBS is a world-leading wealth manager

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022

    3.3 million

    Vulnerable children
    reached by the UBS Optimus
    Foundation in 20192

    2https://www.ubs.com/global/en/ubs-society/philanthropy/optimus-foundation/driving-change.html

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