$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Whether you’re a professional building wealth, a business owner considering how best to plan your transition or a retiree enjoying the fruits of a lifetime of work, we provide business exit guidance and comprehensive wealth management.
At Riebe Sampson Wealth Management, we help private business owners and entrepreneurs thrive at each stage of their business life cycle. As Certified Exit Planning Advisors, Steve Riebe and Zach Sampson can provide the framework and education to help you assess and maximize the value of your business, prepare for an eventual business exit and plan your next act in life.
Our team can connect you to a network of professionals and the vast, global resources of UBS. We pride ourselves on our ability to help filter out the noise and offer easy-to-understand wealth planning advice that helps simplify your entire financial world.
Our goal is to help make your business transition decisions as simple as possible. We'll coordinate our extensive UBS resources and network of professionals to help you move forward with confidence.
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.
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.
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.
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.
Provided in the attached are examples of how various products and solutions may be used with the three strategies:
Liquidity—to help provide cashflow for short-term expenses
Longevity—for longer-term needs
Legacy—for needs that go beyond your own.
See the attached for disclsure
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.
Retirement with insurance and estate planning
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
