$5.9+ trn
UBS Group invested assets
As of 06/30/2024
How to make the next mile your best mile yet
Maslow places the need for financial security second to physical and mental health. As you reflect on your successful career at Procter & Gamble and look ahead to this important chapter, you may be asking yourself some key questions to ensure your own financial security.
Do I have enough to retire?
How do I plan for retirement before 59 1/2?
Will I be taxed on my Frank Duke rollover? My retirement distributions?
Where will my income come from?
How do I secure a legacy for my family’s future?
Our team can help you find the answers.
Luke Wiley, Zach Wiley, Nicholas Shine and Drew Kariofiles of Wiley Wealth Management
Our team has now managed Procter & Gamble clients and their families through several market cycles. We continually seek knowledge to be prepared to address the issues that impact the lives of our clients. We treat all of our clients with respect and stay actively engaged to ensure exceptional service is delivered.
Learn more about the investment discipline and strategy formula called The 52-Week Low Formula™. The formula applies strict valuation metrics to identify each company (i.e., minimum Free Cash Flow Yield) while challenging conventional wisdom and its emotional pressures (i.e., companies trading closest to their 52-week low). This consistent evaluation of value and a nonconformist mindset is applied throughout our individual stock selection.
The 52-Week Low Formula™ Interview
Hear directly from the team how they created their unique formula to drive their investment discipline and strategy. Learn how they identify opportunities and how they leverage these findings to help their clients.
In The 52-Week Low Formula: A Contrarian Strategy That Lowers Risk, Beats the Market, and Overcomes Human Emotion, wealth manager Luke L. Wiley, CFP®, examines the principles behind selecting the outstanding companies and great investment opportunities that are being overlooked.
Our mission is simple: to provide ongoing value to all aspects of our clients’ financial lives. Learn about our various investment strategies and the thought and care that goes into each strategy to help maximize opportunities within the market.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
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UBS is a leading and truly global wealth manager
