$5+ trillion
In invested assets globally
As of 11/07/2023
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
