$2.8 trillion
In invested assets globally
As of 06/30/2022
The Longshore Group provides the individualized attention of a boutique team comprised of four financial professionals with extensive industry experience. We have carefully helped navigate high net worth individuals and families through 10 market declines and two recessions over the last 30 years.
Building relationships based on trust is paramount to our team. Many of our clients have been with us for years because of our comprehensive approach. We provide discretionary portfolio management, consisting of seven different portfolio disciplines along with the comprehensive platform at UBS. We guide our clients through a detailed financial planning process and help make sure they are consistently on target to achieving their short and long term financial 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.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager