$3.9 trillion
In invested assets globally
As of 12/31/2022
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Your organization has a unique culture. With it comes the challenge of simplifying benefit plan complexity and driving participation. You may face daily complications of optimizing your plan, meeting your fiduciary and regulatory obligations and educating your employees. As an experienced and dedicated team, we leverage the vast resources and strong financial backing of a powerful global leader to help support your organization.
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.
Senior Vice President–Investments
Senior Wealth Strategy Associate
Financial Advisor
Vice President–Wealth Management
Senior Vice President–Investments
Senior Wealth Strategy Associate
Financial Advisor
Vice President–Wealth Management
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
3 strategies to improve your after-tax wealth potential
Taxes can be a burden in retirement, but you have options to manage them. Read the latest Modern Retirement Monthly to learn how you can make the most of your retirement savings using strategies such as Roth conversions, life insurance and qualified charitable distributions.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
