$5.9+ trn
UBS Group invested assets
As of 06/30/2024
When it comes to your financial life, how do you know you’re making the most of what you have? In an age of information overload, how do you choose what is most valuable to you and your family?
At Wages Wilson Wealth Management, we consider it a privilege to help guide our clients toward making smart decisions with their money and in reaching long-cherished financial goals.
We work with successful people who value honesty and hard work and expect to find the same traits in their financial advisor. Our experienced and credentialed team includes a Certified Investment Manager Analyst® (CIMA®), a Certified Private Wealth Advisor (CPWA®), and a CERTIFIED FINANCIAL PLANNER™ (CFP®), which means there are very few financial situations that arise that we haven’t faced.
We believe in common-sense investing and portfolio management. And we’ll work with you to untangle complicated financial situations and help you create a comprehensive wealth management plan intended to last a lifetime.
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.
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.
Global resources, local insights
Building on its history of over 150 years, UBS is committed to bringing its global resources to bear on the portfolios of high net worth individuals to help them pursue their wealth management goals.
A global powerhouse
With a heritage spanning more than 150 years, UBS is one of the world’s leading wealth management firms. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence.
Wealth management at our core
Private, corporate and institutional clients throughout the world count on the wealth management expertise of UBS. This dynamic worldwide presence provides us with extensive reach and the advantage of the firm’s global perspective and resources.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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