$7 trn
UBS Group invested assets
As of 12/31/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
At The Sterling Group, we understand managing wealth with purpose.
Individuals and families with significant means trust us to provide unbiased advice and help them navigate the challenges that come with preserving, sustaining, and transitioning wealth.
By actively listening, we will discover what is important to you and collaborate on a plan to help you achieve your goals, wherever you are in life. We aim to develop a mutually respectful relationship that gives you confidence in your ability continue to support your lifestyle, your family, and your community.
Together, we can make an impact in ways most meaningful to you.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Financial Advisor
Chartered Financial Analyst
Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Financial Advisor
Chartered Financial Analyst
Wealth Strategy Associate
Client Associate
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.
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.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
Looking past peak uncertainty with insights in four key areas: macroeconomics, operational considerations, policy, geopolitics and politics, and markets and corporate transactions.
Guidelines for finding the right balance
What is the right amount to leave to your children and other loved ones? How much is too much? The answers lie in evaluating your vision for the use of your wealth and your family‘s ability to manage financial resources responsibly, rather than focusing on a specific amount.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
