$3.9 trillion
In invested assets globally
As of 12/31/2022
We’re a multigenerational team with diverse experience that collectively spans decades. SSG Wealth Management provides our clients—successful families and business owners—with the knowledge and advice they need to navigate their complex financial lives. Over the years, our team has worked successfully with our clients’ entire families. We believe that education is key to helping each generation understand the importance of planning— knowing where they are today and what they can do to help prepare and protect their loved ones and the future they’ve earned.
Experience matters
We want you to benefit from our years of experience investing in every type of market and developing financial plans that address a range of priorities and challenges. Whether you’re investing for retirement, structuring your estate, transitioning from your business or evaluating financing options, you can count on us to deliver customized solutions backed by the vast resources of UBS and advice to help you pursue the goals that matter most.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager