$6.9 trn
UBS Group invested assets
As of 10/29/2025
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 East 10 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.




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.

Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager