$7 trn
UBS Group invested assets
As of 12/31/2025
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
Looking past peak uncertainty with insights in four key areas: macroeconomics, operational considerations, policy, geopolitics and politics, and markets and corporate transactions.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
Generative artificial intelligence (genAI) has the potential to transform industries. We view this technology transition as a platform shift, owing to the underlying performance of the technology and its ubiquitous applicability.
We believe culture will be a key determinant as to which firms capture the value from genAI rather than be disrupted by it over the long term.
We work with clients nationwide to help them achieve their financial goals and set them up for everlasting prosperity. With offices located in New York City and Los Angeles we are a unique coast-to-coast practice with clients located throughout the United States.
Managing Director–Wealth Management
Financial Advisor
Wealth Strategy Associate
Team Administrator
Intern
NMLS #646233
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Wealth Planning Strategist
Executive Director
Senior Wealth Strategist
Director
Wealth Planning Specialist
Managing Director–Wealth Management
Financial Advisor
Wealth Strategy Associate
Team Administrator
Intern
NMLS #646233
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Wealth Planning Strategist
Executive Director
Senior Wealth Strategist
Director
Wealth Planning Specialist
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
