$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
VAULT Wealth Management Partners delivers highly customized advice to high net worth families and institutional investors for preserving, enhancing, and transferring significant wealth. Our mission is to preserve and enhance our clients' wealth through informed advice and exemplary service. We do so by focusing on a personalized goals-based approach to Liquidity, Longevity, and Legacy for each client we serve. We view ourselves as your allies and partners. Our ongoing discussions form the basis of our relationship. That’s how we learn what you would like your wealth to accomplish now and over time. VAULT was built and based upon: Valued Advice and Understanding and Lifetime Trust. We would be pleased to put our experience to work for you.
Our team has temporarily relocated to 2575 E. Camelback Road Suite 900 Phoenix, AZ 85016. We look forward to seeing you at our new Scottsdale location opening this fall, 2023.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
