22
Years in business as a team
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
We are proud to announce that TRACK Wealth Management has been named to the Forbes Best-in-State Wealth Management Teams list for 2023.
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.
We are delighted to share this news—and to be part of such a remarkable and talented team. This accolade speaks to our collaborative culture as well as our commitment to, together, helping clients achieve what is most important to them.
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
22
Years in business as a team
1.4 Billion
Assets under management
126
Collective years of experience
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.
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.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager