Let's move forward. Together.

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.

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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.

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A leading global wealth manager

UBS Year Ahead 2025

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.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

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