$2.6 Billion
Assets under management
Private Wealth Management
Michael Matthews: Forbes America's Top Wealth Advisors, 2016-2023
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
The advisor paid a fee to display the rating logo in connection with the award.
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.
Michael Matthews: Barron's Top 1,200 Financial Advisors, 2014-2024
The Barron's rating is awarded annually in March based on information from the prior year Q3. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
The advisor paid a fee to display the rating logo in connection with the award
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.
Forbes Best-in-State Wealth Management Teams, 2024
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
The advisor paid a fee to display the rating logo in connection with the award.
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.
$2.6 Billion
Assets under management
19
Investment professionals on the team
Over 30 decades
Collective years of experience
For over 30 years, The Matthews Group has served our clients with utmost dedication by viewing each relationship as a long-term commitment. It is our mission to be our clients’ most loyal financial advocates. We put their needs first and tailor our advice accordingly. We see this as the foundation for a fully integrated wealth management experience designed to advance our clients’ best interests. To us, there is no better way to deliver effective outcomes than through a customized plan that evolves with our clients over time. Ultimately, we want to earn the honor of being our clients’ lifetime advisors.
With The Matthews Group, you are connected to a dedicated group of highly credentialed professionals with over 250 years of combined experience working directly with individuals and families navigating important decisions around their wealth. Our deep experience includes working with multigenerational families, business owners, executives, and real estate investors. Our advice covers the full spectrum from investment management, estate and tax, charitable planning, wealth transfer, business succession, family governance, next generation education, liquidity management to banking and lending. Backed by the extensive resources of UBS Private Wealth Management, we offer comprehensive solutions focused entirely on you, your family and your legacy.
We welcome the opportunity to learn more about you and how we can best serve your needs.
Clients rely on us as their trusted advisor, seeking to provide the best risk-adjusted returns while building a long-lasting relationship.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
We can help you move forward with confidence in possibly the biggest venture of your life.
You deserve a seat at the table.
Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. It's about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow's.
Just like you, our focus is on results.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
