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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Financial Advisor
Steve's over 30-year career began with E.F. Hutton in July of 1982, and he has been successfully guiding his clients through some of the most dramatic market fluctuations ever since. Graduating from Cornell University in 1973, he ran his own small business until his intense interest in "why some families were more successful financially than others" drove him into the financial industry. He is the senior member of Empire Wealth Management. Steve credits his success to his desire to listen to his clients and develop solutions that enhance their lives.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Financial Advisor
Steve's over 30-year career began with E.F. Hutton in July of 1982, and he has been successfully guiding his clients through some of the most dramatic market fluctuations ever since. Graduating from Cornell University in 1973, he ran his own small business until his intense interest in "why some families were more successful financially than others" drove him into the financial industry. He is the senior member of Empire Wealth Management. Steve credits his success to his desire to listen to his clients and develop solutions that enhance their lives.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
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
