$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager