Focused on your financial success

Private Wealth Management

Hardy Winburn and Winburn Wealth Management look to set themselves apart from other financial advisors.

Their vision goes far beyond investable assets. This vision focuses not only on their clients’ financial success, but also on wealth preservation and the financial success of their clients’ children and subsequent generations.

The Winburn Wealth Management team works closely with you to create a fully integrated plan for managing your wealth. We will help you explore opportunities to grow and protect what you have built over time and prepare for any potential obstacle.

Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management focused entirely on you, your family and your business.

Our planning approach is dedicated to helping you get the guidance and knowledge you need to accomplish your goals.

- Hardy Winburn
two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

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.

binoculars

Planning

team

Service

The proof is in our numbers

$912 million

Assets under management

As of 03/17/2022

290

Client relationships

95

Collective years of experience


A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights