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Wiley Wealth Management

Learn more about the Wiley Wealth Management Team

Luke Wiley, Zachary Wiley, Nicholas Shine and Peter Kariofiles of Wiley Wealth Management

Our team has many years collective experience managing client accounts 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. Wiley Wealth Management has and will continue to be genuinely committed to providing ongoing value to the wealth management needs of our clients.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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.

Retirement Couple

Retirement readiness

Multi-generational families

CIO House View monthly livestream

Watch our latest House View livestream featuring Leslie Falconio, Head of Taxable Fixed Income Strategy and Nadia Lovell, Senior US Equity Strategist.

 03 Aug 2023

Backed by the strength of UBS

A global leader in wealth management


Global Equity Research 

Institutional Investor, 2021 Global Rankings

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022