30
appearances in the media
Our team offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. We have spent over 25 years serving the complex financial needs of corporate executives, business owners and medical professionals..
30
appearances in the media
Over 1 billion
Assets under management
7 person
seasoned team
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