Global leader
UBS is a leading and truly global wealth manager
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.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
Global leader
UBS is a leading and truly global wealth manager
$5.9+ trn
UBS Group invested assets
As of 06/30/2024