$912 million
Assets under 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.
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
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.
$912 million
Assets under management
290
Client relationships
95
Collective years of experience
$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
