$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
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.
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.
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.
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.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Registered Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Registered Client Associate
Client Associate
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.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Global leader
UBS is a leading and truly global wealth manager
