Over 8 decades
Collective years of experience
How to make the next mile your best mile yet
Over 8 decades
Collective years of experience
500+ P&G
Client relationships
At Wiley Wealth Management, we specialize in guiding Procter & Gamble employees and alumni through every stage of their financial journey. With deep expertise in P&G’s unique retirement and benefits plans, our dedicated team delivers personalized strategies that answer your most pressing questions—so you can retire with confidence, optimize your distributions, and build a lasting legacy for your family.
As you transition from a successful career at Procter & Gamble to the next chapter, financial security becomes a top priority—Maslow places the need for financial security second to your physical and mental and well-being. You may be asking:
-Do I have enough to retire?
-How do I plan before age 59½?
-What taxes apply to my rollover or distributions?
-Where will my income come from?
-How do I create a lasting legacy?
Choose Wiley Wealth Management—where your P&G experience meets our commitment to your financial well-being.
We believe that financial security is more than numbers—it’s about aligning your investments with your values, reducing stress, and creating happiness for you and your loved ones. By connecting every aspect of your financial life, we lighten your load and help you make informed decisions at every critical juncture.
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.
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.
Our team can help. With deep knowledge of P&G benefits and your unique goals, our team’s integrated approach delivers tailored strategies rooted in a comprehensive understanding of P&G’s wealth-building opportunities—so you can confidently seek to achieve financial future.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Registered Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Registered 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.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
