$6 trn
UBS Group invested assets
As of 12/31/2024
At Succession Wealth Partners, our goal is to be your primary source of financial advice. With more than 80 years of collective experience, we have the insight and longevity needed to help you achieve your financial goals for generations to come.
We recognize that your financial life encompasses more than current markets and that your family’s future is more important than any investment strategy. Our deep understanding of the markets is only one small aspect of all we deliver for you. We create a friendly, supportive environment so we can make a meaningful impact on your personal and professional life.
We’ll work hard to build a close relationship with you and your family. And we can connect you with other community members who can help you grow and prosper.
We will do all we can to make it easy and efficient for you to do business, access solutions and partners, and find clear answers to make informed decisions. No matter what milestones you are working toward, we're committed to delivering the guidance you need: Now and into the future.
Our priority is nurturing a quality relationship with you and earning your trust. Our experienced team brings together diverse talents and decades of experience to focus on achieving your goals. We've managed clients' wealth through economic recessions and expansions, bear and bull markets, and everything in between. Expanding our team gives us deeper resources to address more complex issues, and to adapt readily when your life changes.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.