$6 trn
UBS Group invested assets
As of 12/31/2024
High achievers focus with intent — planning, advancing, summiting, reflecting, and exploring the next endeavor in their business and in life.
Summiting a mountain is a complex process. You need clarity in a plan.
Climbers rely on a trusted team to prepare, communicate, and execute. While the future is uncertain, with the right tools, mindset, and guidance allow you to move forward with clarity and confidence.
Who do you trust to support you on your journey?
Strong, deep-rooted relationships founded on trust and transparency are the cornerstone of our business and the driving force behind everything we do. We have grounded our business on understanding our clients’ unique objectives, aligning with their concerns and interests, and helping them reach successes and milestones.
We strive to help our clients in every aspect of their lives on a deeper level. Understanding the complexity that clients face; whether the climb is with your career, family, finances, community impact or well-being, we will help you find the right resources through our experienced network to generate the solution required.
At Wittenberg Partners, we believe every journey requires preparation.
Our experience and structured financial planning process help equip you with a comprehensive plan to help prioritize goals that matter to you the most. Just as a climber anticipates changing conditions, we help you stay vigilant and prepared for the unpredictable; looking ahead to what's around the corner, spotting risk before they surface, and staying proactive every step of the way.
With the right strategy and guidance, you can approach the climb, knowing you're prepared for whatever lies ahead.
We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We’ll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
The team has a diverse blend of skills, backgrounds, and perspectives, each aligned by a shared commitment to excellence and authentic client service. At the core of our work lies a foundation built on passion, trust, and an unwavering focus. These principles allow us to seamlessly collaborate, ensuring that we strive to meet and exceed your financial needs with the highest level of quality. Each team member brings their own unique approach, guided by individual values that both reflect and enhance our mission.
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Client Associate
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.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
