$2.8 trillion
In invested assets globally
As of 06/30/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Our goal is to take all aspects of your complex financial situation and provide the planning, education and guidance you need to create integrated and comprehensive solutions.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Financially Speaking with Mitch Slater
Financially Speaking with Mitch Slater is about boosting your own financial power as we help educate you about the bigger picture in the world of personal finance, marketing and business. We dive into what makes entrepreneurs, authors, celebrities like Larry King and others tick, focusing on their stories of excellence and gratitude.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager