$2+ Billion
Assets under management
$2+ Billion
Assets under management
6 person
seasoned team
$15m-$350m
Business exits, ranging from
$15m - $1bn
Our mission is to provide quality strategies customized to your needs. World Way Wealth Management Group, a team name attributed to LAX airport speaks to the global diversity of our 3 FA, 6-person team fluent in 7 languages with focus on advising high net worth individuals, founders, start-ups, and corporate executives. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Executive Director
Financial Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Team Administrator
Registered Client Associate
Executive Director
Wealth Planning Strategist – Wealth Planning & Trust Consulting Team
Executive Director
Financial Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Team Administrator
Registered Client Associate
Executive Director
Wealth Planning Strategist – Wealth Planning & Trust Consulting Team
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.
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three 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.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$6 trn
UBS Group invested assets
As of 12/31/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
14.8%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Company Reporting as of 03/31/2024
