Committed to you and your financial future

Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.

Physicians face unique financial circumstances that can sometimes feel overwhelming. As an early-career physician, you deal with repayment of student loans and competing financial goals, like starting a family, buying a home or perhaps building a private practice. As a mid- to late-career physician, you need to optimize your wealth, navigate retirement decisions and implement efficient tax strategies.

Our team has worked with medical professionals across the country for decades, simplifying and organizing their financial lives through holistic planning and personalized investment strategies. Our mission is to alleviate the stress that finances often bring, giving you more time and energy to focus on your family, your practice and what you love most.

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.

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}