Wiley Wealth Management
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P&G Retirement: The Next Mile

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.

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Wiley Wealth Management Video Library

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.

Meet Luke L. Wiley, CFP®, CRPC™

Luke L. Wiley, Certified Financial Planner (CFP®), is a Managing Director of Wealth Management and Senior Portfolio Manager with UBS. He is one of a select group to earn the most senior title of Managing Director - Wealth Management.  Luke is a bestselling author of the book The 52-Week Low Formula.  His book has been translated into Japanese.

Start the conversation

Meet Zach H. Wiley, CPM®, CRPC™
Senior Vice President - Wealth Management
Senior Portfolio Manager - Portfolio Management Program

Meet Nicholas J. Shine, CFP®, AWMA™
First Vice President - Wealth Management

Meet P. Drew Kariofiles, CFP®
Financial Advisor

Equity Investment Approach: The 52-Week Low Formula™

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.

Download the The 52-Week Low Formula™ Investment Strategy Guide

Download the The 52-Week Low Formula™ Investment Strategy Guide

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. 

Learn more

Content Library

UBS Top 5

UBS Top 5

What you need to know now

Our bi-weekly newsletter gives you insights into what’s top of mind for investors:

  • Don’t overreact to short-term volatility
  • What about capital gains taxes?
  • The Fed and a new frontier
  • Can equities rebound?
  • Energy transitions across the globe

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Share it well

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.

Contact us to learn more about passing on values

Insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

Global leader

UBS is a leading and truly global wealth manager

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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