Assets under management
The Gold Wealth Management Group is committed to helping you plan for the future by providing comprehensive wealth management solutions for all of your financial needs. Corporate executives, business owners and their families come to us with their most complicated financial challenges. Some investors have complex wealth transfer needs and tax concerns. Others own a business and need to address specific cash flow challenges. Still others are dealing with the potential risks of a concentrated stock position.
No matter how complicated the situation, we provide financial advice and a plan that can give you greater confidence to pursue your life goals. By leveraging the vast resources of UBS and working with an extended team of external specialists, we leave no stone unturned when it comes to our focus on your financial challenges. Our seamless approach can help to simplify your financial life, so you have more time to focus on the personal and professional priorities that matter most.
Whether it’s your investment strategy, your business, or anything to do with your financial future, you can count on us to:
Assets under management
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.
A focus on every aspect of your financial life
Our relationship starts with a series of conversations and in-depth questions to help us understand every aspect of your financial life and your vision for what you want to accomplish. After this extensive review, we create a detailed client profile that provides a look at where you are today.
With a full understanding of your goals, we can help you pursue the financial future you envision.
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
In invested assets globally
As of 12/31/2022
Our global footprint
UBS is a world-leading wealth manager