$5.8+ trn
UBS Group invested assets
As of 03/31/2024
The Healy Group is a multigenerational team of financial professionals who specialize in relationship management and financial planning for high net worth and ultra-high net worth individuals and families. We believe managing a client's assets goes beyond just the value of their portfolio. It's about establishing trust, instilling confidence, and building personal relationships that last a lifetime. We can provide the confidence that comes from a team who truly cares about you and each generation of your family.
As your Financial Advisors, your financial goals are the focus of everything we do. Our comprehensive financial planning process begins with a series of meaningful conversations to help you and your family define what success looks like, at all stages of life. Whether you're planning for a growing family, transitioning wealth to future generations or charities, preparing for retirement, selling a business, or managing the financial impact of a divorce or the loss of a loved one, we are well-positioned with tailored advice that will give you greater confidence to pursue your goals.
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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager