$3.9 trillion
In invested assets globally
As of 12/31/2022
As you approach retirement, you likely have questions: Have I saved enough? How will market volatility affect my future retirement income? Am I prepared for rising healthcare costs? With a depth of wealth management experience, I can help you address your concerns and plan for a long, healthy and secure retirement.
Working with corporate executives and their families in a highly collaborative way, my team and I help our clients make thoughtful, informed decisions about their retirement, estate and legacy goals. It all begins with a comprehensive financial plan that assists with the various opportunities and challenges that come with growing and preserving your wealth.
Backed by the extensive resources of UBS, one of the world’s leading wealth managers, we advise our clients through every stage of retirement planning. Our relationships are based on experienced advice, sound wealth management strategies, trust and integrity.
As I consider any investment, I always ask myself one simple question: ’Is this the right investment for you and your family?
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