Global perspective delivered personally

Wight Auer Group

The Wight Auer Group 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.

- Hans Auer

Pursuing your goals together

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.

  • Richard Wight Profile Photo

    Richard Wight

    Senior Vice President–Wealth Management

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  • Hans Auer Profile Photo

    Hans Auer

    Senior Vice President–Wealth Management

    Chartered Retirement Plans Specialist℠

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  • Kristie Jo Peppy Profile Photo

    Kristie Jo Peppy

    Senior Wealth Strategy Associate

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  • Tonie Wirsen Profile Photo

    Tonie Wirsen

    Senior Client Service Associate

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A focus on personalized access and service

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.

Our consultative process

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.

  • Discovery
    We learn about you through a full discussion of your goals, your values and your current financial concerns.
  • Planning
    We present a comprehensive plan with our evaluation and recommendations.
  • Commitment
    We review the details of our recommended investment approach and confirm our commitment to our working relationship.
  • Follow-up
    We help simplify your life by familiarizing you with the reports, tools and full complement of services available from our team.
  • Progress
    We offer ongoing reviews with our team and our network of specialists to track, monitor and optimize your plan.

 

Relationship management

Investment management

Advanced planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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