Creating powerful legacies

Private Wealth Management

Wealth Management Partners Horan Gabler Hero Image

Managing wealth that spans generations demands a meticulous and highly personalized approach that understands your unique family dynamics. Wealth Management Partners has been doing just that—serving the sophisticated needs of accomplished individuals, multigenerational families and business owners. Our deep knowledge of the area is backed by global resources of UBS, the world’s largest wealth manager.1

Relationships are measured in generations
For our clients and their families, we are the primary resource and their first call when they need guidance. Our clients rely on our knowledge and expertise, even if it’s tangential to their financial needs. It’s how we are able to deliver meaningful advice and build relationships that transcend generations.

Firmly rooted in this community
Wealth Management Partners is part for the fabric of this community. We are not only here for you, but with you. Whether it’s connecting you to business opportunities, investing in the community or planning for a child’s college, we are able to offer advice that stems directly from our own experiences and the communities we serve.

This is where you belong
Here at Wealth Management Partners, the conversations always center around your goals and what you want to accomplish. We invite you to start a conversation to plan for the life you want to lead and the legacy you want to create.

Start the conversation

We are not only here for you, but with you.
- Wealth Management Partners

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

3.3 million

Vulnerable children
reached by the UBS Optimus
Foundation in 2019²

²https://www.ubs.com/global/en/ubs-society/philanthropy/optimus-foundation/driving-change.html

$10 billion

USD invested in 100% sustainable portfolios⁴

⁴ubs.com/Impact/2/2020

Extensive capabilities for business owners

Our experience extends to working with business owners to grow and maximize the value of your business. Beyond introducing you to investment relationships rooted in the community, we can connect you to lending banking and other resources that can help you with everything from cash management to liquidity solutions that can help you pursue your business goals.

When the time comes, we can help you successfully complete the sale and transition of your business. You’ll have access to deep resources in pre- and post-sale planning including assessing ownership structures and facilitating an exit that meets your strategic goals. In addition, we’ll guide you in identifying the best approaches to protect your wealth from the sale through smart tax and wealth transfer, estate planning strategies and philanthropy to meet your legacy goals.

Investing in good

The team at Wealth Management Partners, along with UBS has been at the forefront of sustainable investing and philanthropy. We bring you the right opportunities available to invest in your values right here in your community and around the world. We are also active participants alongside you in our community. We have been deeply involved with the Minneapolis Foundation for over 20 years creating and driving change through giving and advice.

UBS Wealth Way

Significant wealth brings complexity. At Wealth Management Partners, together with you, we look at every aspect of your wealth—including nurturing your family’s financial, social, and human capital. All so that we can help pass on your values and your legacy today, tomorrow and for generations to come.

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity— for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}