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™
Senior Vice President - Wealth Management

Meet P. Drew Kariofiles, CFP®
Vice President - Wealth Management

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.

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:

  • How RMDs could fit into your financial plan
  • Can quality bonds stabilize your portfolio?
  • The evolving NIL landscape for college athletes
  • Where should you put your savings?
  • Strategies that can improve your after-tax wealth potential

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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

$6 trn

UBS Group invested assets
As of 12/31/2024

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 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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