$3.9 trillion
In invested assets globally
As of 12/31/2022
Backed by the extensive resources of UBS, The Stone-Miller Group provides seamless integration across all aspects of your financial world. Our disciplined approach combines both targeted guidance on the complexities of wealth management with a broad outlook on retirement plan consulting for the 401(k) and pension plans of corporations and organizations.
Our team is made up of specialists in virtually every discipline, including retirement income planning, asset allocation, risk management, lending, insurance and estate planning. With the expertise to manage your entire financial life and the commitment to engage each generation of your family, we offer an experienced perspective and the thoughtful guidance you need to meet your goals.
Our wealth management approach is dedicated to helping you get the guidance and knowledge you need to accomplish your goals. Everything starts with a plan.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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