$6 trn
UBS Group invested assets
As of 12/31/2024
Financial planning requires commitment and resources to help meet the sophisticated needs of wealthy individuals and families. Building on its history of over 150 years, UBS is committed to bringing its global resources to bear on the portfolios of high net worth individuals and families to help them pursue their wealth management goals.
You have wealth, our goal is to help you maintain it.
As an experienced wealth management team within UBS Financial Services Inc., we begin every conversation with a discussion of your risk tolerance, always moving towards your goals, always focused on you.
We believe our global capabilities and experience offer our client's the opportunity to build comprehensive strategic financial plans.
For us "Advice Beyond Investing" is not a slogan, it is our purpose.
Since 1989, we have been offering thought provoking advice.
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
