$7 trn
UBS Group invested assets
As of 12/31/2025
Auer & Associates is a New York-based team, with a national presence, backed by the global resources of UBS. We are committed to each generation of your family, providing comprehensive wealth management and personalized investment guidance.
We’ll work closely with you to meet the challenges you face at each stage of life. With a compassionate and consultative process, our commitment forms the foundation of our values.
We have a simple and elegant process that keeps your needs as our priority. We pride ourselves on matching your goals and objectives with a highly personalized financial plan and investment strategy.
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.
Managing Director–Wealth Management
Chartered Retirement Plans Specialist
Team Administrator
Senior Registered Client Associate
Senior Wealth Strategy Associate
Chartered Retirement Plans Specialist
Managing Director–Wealth Management
Chartered Retirement Plans Specialist
Team Administrator
Senior Registered Client Associate
Senior Wealth Strategy Associate
Chartered Retirement Plans Specialist
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
A step-by-step process to help simplify your financial life. Our in-depth process results in an integrated wealth plan that serves as a road map for meeting your personal and professional goals.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
