Sophisticated solutions for complex wealth

Private Wealth Management

Why The Willens Group?

The uncertainties that frequently plague investors make it clear that it has never been more necessary to partner with professionals who have a sophisticated understanding of the markets. During our more than three decades together, the Willens Group, quite literally, has "seen it all” and has a track record of guiding our clients through market upheaval. In these times, the benefits of having a “steady hand on the tiller” cannot, and should not, be dismissed. 

The Willens Group pledges to leverage the vast resources of UBS Private Wealth Management for the benefit of our clients and their future generations. We are completely committed to providing exceptional service and we remain sensitive to our clients' unique situations. We create a tailored strategy that incorporates all your complex investing and planning priorities to help you pursue your goals.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Portfolio management and insight

Portfolio management and insight

Lifelong financial planning

Lifelong financial planning

A collaborative team

A collaborative team

Are you ready for a constantly changing world?

Does your strategy embrace it?

And your portfolio reflect it?

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager