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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.
Private Wealth Management is a division within UBS Financial Services Inc.
Managing Director–Wealth Management
Financial Advisor
I am a founding member of the Cleveland Wealth Management Team. I focus on providing comprehensive wealth management solutions to a limited number of clients. As part of the Cleveland Wealth Management Team, I help affluent clients address their greatest wealth management concerns include financial planning, trust and estate planning, asset management and tax minimization strategies.
As a founding partner of The Cleveland Wealth Management Team, Bill has nearly 35 years of experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations. Bill is a member of UBS' Chairman's Council, recognizing him as one of the top advisors of UBS. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill leads a team of highly accomplished professionals whose knowledge, integrity and accountability are focused on providing an elite client experience.
Bill offers a specific focus on the complex wealth management needs of families that have passed wealth across generations. Building close relationships with each generation within a family, he and his team offer comprehensive solutions that look beyond immediate needs to offer holistic strategies including cash flow, business valuation enhancement, business transition, and tax mitigation, asset preservation, liability management, estate planning and philanthropy.
Recognized as an industry leader:
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.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
I am a founding member of the Cleveland Wealth Management Team. I focus on providing comprehensive wealth management solutions to a limited number of clients. As part of the Cleveland Wealth Management Team, I help affluent clients address their greatest wealth management concerns include financial planning, trust and estate planning, asset management and tax minimization strategies.
As a founding partner of The Cleveland Wealth Management Team, Bill has nearly 35 years of experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations. Bill is a member of UBS' Chairman's Council, recognizing him as one of the top advisors of UBS. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill leads a team of highly accomplished professionals whose knowledge, integrity and accountability are focused on providing an elite client experience.
Bill offers a specific focus on the complex wealth management needs of families that have passed wealth across generations. Building close relationships with each generation within a family, he and his team offer comprehensive solutions that look beyond immediate needs to offer holistic strategies including cash flow, business valuation enhancement, business transition, and tax mitigation, asset preservation, liability management, estate planning and philanthropy.
Recognized as an industry leader:
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.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
