$7 trn
UBS Group invested assets
As of 12/31/2025
Our vision at The Commonwealth Group at UBS is to be the wealth management and banking practice of choice for families, business owners and executives with substantial wealth. We aim to do this by leveraging our team's diverse experience and delivering the substantial resources of UBS to help protect and grow the assets entrusted to us, while arranging appropriate financing solutions. By engaging at the forefront of critical financial thought and by developing a deep understanding of and intimacy with each of our clients, we seek to make positive and long-lasting impacts on our clients' lives.
We have experience in financial planning and wealth management, but we also bring in professionals with the expertise to help you build an appropriate wealth management plan. We will also work with any professionals with whom you already have a relationship.
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.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Our goal is to empower you with the crucial information needed to make informed decisions at the right times. Read the 2025 Planning Guide from the UBS Advanced Planning Group to ensure you’re well equipped.
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.
Executive Director
UHNW Plus and GFIW Americas Relationship Manager
Managing Director
Head of Capital Markets and Underwriting, Real Estate Finance
NMLS #172085
Senior Wealth Management Banker, UBS Bank USA, N.A.
Managing Director
Private Financing Markets & OneBank Coverage, Mid-Atlantic, Texas & Southeast Region
Executive Director
Wealth Planning Strategist
Executive Director
UHNW Plus and GFIW Americas Relationship Manager
Managing Director
Head of Capital Markets and Underwriting, Real Estate Finance
NMLS #172085
Senior Wealth Management Banker, UBS Bank USA, N.A.
Managing Director
Private Financing Markets & OneBank Coverage, Mid-Atlantic, Texas & Southeast Region
Executive Director
Wealth Planning Strategist
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
To help clients remain focused on the key objectives of building, maintaining and protecting wealth, by:
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
