$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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 committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager