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

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    Sheila F. Klehm

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • 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 Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

      • Private Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
      sheila.klehm@ubs.com
      Sheila F. Klehm
      1285 Avenue Of The Americas,New York,NY,10019

    Global Wealth Report 2024

    Crafted wealth intelligence

    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

    Gain additional insights into the trends shaping wealth in the US and around the world.

    Download the report

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    Global leader

    UBS is a leading and truly global wealth manager

    $5.8+ trn

    UBS Group invested assets
    As of 03/31/2024

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