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More than 150 years
offering financial advice
Senior Vice President–Wealth Management
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
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.
In this guide you can explore an array of planning ideas, such as:
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
The sudden collapse of Silicon Valley Bank sent shockwaves across the venture capital and startup communities, forcing business owners to scramble as they looked to shore up their finances, fearing a bank run could eliminate their uninsured balances.
More than 150 years
offering financial advice
Global leader
UBS is a world-leading wealth manager
$3.9 trillion
In invested assets globally
As of 12/31/2022
