Deep experience. Boutique approach.

Private Wealth Management

Strategic solutions for your wealth

We understand that managing your substantial wealth requires a knowledgeable partner by your side. At ZS Wealth Partners, we have decades of experience working with successful professionals and families, helping them streamline and simplify their complex financial lives. We take the time to gain a deep understanding of your circumstances, priorities and aspirations, and from there, to develop a holistic road map for your wealth. Whether you are an executive navigating your wealth-building years, a family seeking to articulate a shared legacy, or a nonprofit seeking to optimize your impact, we will work closely with you to map out a path that moves you forward towards your goals.

As a highly experienced team of Private Wealth Advisors and Institutional Consultants, we employ a planning-based approach that looks holistically at all the dimensions of your finances, both personal and professional. We advocate for our clients and provide them with a boutique like service—now, and for decades to come.

Advice tailored precisely to your needs

We have deep experience working with a wide range of successful clients who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward.

Individuals and families

A personal approach

We are skilled at developing wealth strategies designed to simplify your life, help achieve your goals, and establish an enduring legacy for future generations. We can help with:

Goals-based financial planning
Customized portfolio management
Tax planning strategies
Estate planning strategies
Wealth transfer strategies

Founders and entrepreneurs

Business matters

We have hands-on experience working with successful entrepreneurs to manage today and plan for tomorrow, with:

Tax planning strategies
Navigating concentrated stock positions
Liquidity and cash flow planning
Pre-sale & transition strategies
Exit planning

Click to read: Solving complex tax and planning challenges

Click to read: Well timed advice results in sizable tax savings for a successful founder

Non-profits and corporate retirement plans

Specialized advice

Whether consulting with corporate clients on their retirement plan needs or helping non-profits achieve their mission, we have the custom solutions to help you meet your organization’s goals, including:

Investment policy statement creation
Cash flow and investment planning
Modeling and portfolio evaluation tools
Fiduciary oversight for specified consulting services
Investment advice for retirement plan participants

We are skilled at developing wealth strategies designed to simplify your life, help achieve your goals, and establish an enduring legacy for future generations. We can help with:

Goals-based financial planning
Customized portfolio management
Tax planning strategies
Estate planning strategies
Wealth transfer strategies

We have hands-on experience working with successful entrepreneurs to manage today and plan for tomorrow, with:

Tax planning strategies
Navigating concentrated stock positions
Liquidity and cash flow planning
Pre-sale & transition strategies
Exit planning

Click to read: Solving complex tax and planning challenges

Click to read: Well timed advice results in sizable tax savings for a successful founder

Investment policy statement creation
Cash flow and investment planning
Modeling and portfolio evaluation tools
Fiduciary oversight for specified consulting services
Investment advice for retirement plan participants

Content and insights

Well timed advice results in sizable tax savings for a successful founder

Our client was planning to sell part of his business to a private equity firm. He needed guidance on how he could use advanced planning strategies to help minimize his taxes while also meeting his long-term liquidity needs.

Read how we helped

Solving complex tax and planning challenges

Our client asked us to help explore what to do with shares and options from a recent IPO, as well as our thoughts on how to take advantage of significant tax and advanced planning opportunities.

Read how we helped

Experience. Makes all the difference.

Todd M. Ziogas, CIMA,CRPS

Managing Director–Wealth Management

Private Wealth Advisor
Todd M. Ziogas, CIMA,CRPS

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-9870
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Capabilities to impact your life and wealth
Todd has spent his entire career committed to wealth management and guiding his clients. His disciplined financial planning and budgeting approach can help you stay focused on the plan we develop together. With experience that spans several decades, he has the expertise to help you move forward with confidence.

Experience to guide you forward
Prior to joining UBS in 2010, Todd held various advisor positions focused on private and corporate wealth management at the Citibank Family Office, Morgan Stanley Smith Barney and Merrill Lynch. Over his career, Todd has attained the designation of Certified Investment Management Analyst® (CIMA®) at the Wharton School of the University of Pennsylvania. Todd graduated from Pace University with a B.A. in business administration and an M.B.A. in financial management. He has been a member of the Investment Management Consultants Association® (IMCA®) since 2004 and holds the Series 3, 7 and 66 securities licenses, as well as life and health insurance licenses.

Professional achievements and education
Todd has served as a Retirement Plan Consultant to a number of private equity, distribution and services companies across the United States. He has continued to hone his skills and experience in the retirement planning arena by obtaining the designation of Chartered Retirement Plans Specialist, (CRPS®), which focuses on retirement plan administration, design and maintenance.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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.
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

todd.ziogas@ubs.com

Todd M. Ziogas, CIMA,CRPS

1285 Avenue Of The Americas,New York,NY,10019
Max Sabert, CFP, CIMA, CEPA

Vice President–Wealth Management

Private Wealth Advisor
Max Sabert, CFP, CIMA, CEPA

Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 SE 2nd Street
Suite 2500
25th Floor
Miami, FL 33131

212-713-6173
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Max is a Private Wealth Advisor that advises entrepreneurs, early employees and financial executives on their complex financial planning strategies and investment needs. Max has been at UBS since 2010, holding various positions at the firm. Prior to becoming a Private Wealth Advisor, Max was an advanced financial planning resource for the UBS Americas New York Office, supporting Private Wealth Advisors in delivering comprehensive financial planning to ultra high net worth clients. Prior to that role, he pioneered the new Financial Advisor program at UBS, managing and training the new advisors who joined the firm. Max continues to work closely with clients to deliver comprehensive and holistic financial planning, utilizing his in depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities.

Education and credentials
Max received his B.B.A in finance from The College of William & Mary where he was also a dual sport athlete as an all-conference varsity gymnast and a member of the varsity swimming and diving team. Max is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He also holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Massachusetts Institute of Technology, Sloan School of Management. Max is also a Certified Exit Planning Advisor, administered by the Exit Planning Institute. He maintains the Series 7 and 66 securities licenses, as well as multiple state health and insurance licenses.

Outside of UBS
Max grew up in the Midwest but splits his time with his wife between the east coast hubs, Miami and Manhattan, and enjoys being closer to the beaches. In his spare time, he is passionate about working out, golfing and traveling.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
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.
- Private Wealth Advisor
100 SE 2nd Street
Suite 2500
Miami, FL 33131

max.sabert@ubs.com

Max Sabert, CFP, CIMA, CEPA

100 SE 2nd Street,Miami,FL,33131
Sarah Gies, CFP

Senior Wealth Strategy Associate
Sarah Gies, CFP

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-3966
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
As a Senior Wealth Strategy Associate, Sarah assists Todd and Max on enhancing existing relationships and sourcing new client opportunities. She focuses on the team’s operations, financial planning, investment management, and client portfolio reporting. Sarah is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies.

Prior to joining ZS Wealth Partners, Sarah worked on the Family Advisory and Philanthropy Services team at UBS. In this role, she worked with Ultra High Net Worth clients and their families on multi-generational wealth transfers, family governance, and philanthropic strategy. She is passionate about working with families to engage their next generation(s) to best prepare them for their own financial decision making and wealth stewardship.

Sarah graduated from the University of Florida in 2018 earning a Bachelors of Science in Finance. She then joined UBS Wealth Management’s Graduate Talent Program, where she spent two years rotating throughout the firm and gaining a strong foundation in its capabilities and resources. Sarah grew up in Rye, New York and now lives in Manhattan. In her free time, she enjoys hiking and visiting the mountains, golfing, and finding new restaurants in NYC.

Sarah maintains her Series 7 and 66 licenses.
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.
1285 Avenue Of The Americas
New York, NY 10019

sarah.gies@ubs.com

Sarah Gies, CFP

1285 Avenue Of The Americas,New York,NY,10019
Mabel M. Lee

Senior Client Associate
Mabel M. Lee

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-649-8037
View bio
Mabel Lee is the Senior Registered Client Service Associate for ZS Wealth Partners. She has been with UBS Financial Services Inc. for more than 15 years and has been in the financial services industry for more than 20 years. Prior to joining UBS, Mabel worked as a Portfolio Analyst for a large New York based pension fund. Mabel provides comprehensive client service in all aspects of account administration and operations, in addition to supporting the team’s business development and marketing efforts. She is also responsible for performing activities designed to provide education, enhance communication and facilitate the overall client experience.
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.
1285 Avenue Of The Americas
New York, NY 10019

mabel.lee@ubs.com

Mabel M. Lee

1285 Avenue Of The Americas,New York,NY,10019

Laurie O'Connor

Client Associate
Laurie O'Connor

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-2432
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Laurie O’Connor graduated from SUNY Stony Brook and has been an administrative associate in wealth management for over 15 years. Laurie interfaces with all back office personnel and handles client service and administrative problem-solving with flawless precision. She is excellent at what she does, and does it with a smile. Laurie is a Long Island native living near her office in Manhattan.
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.
- SUNY Stony Brook
1285 Avenue Of The Americas
New York, NY 10019

laurie.oconnor@ubs.com

Laurie O'Connor

1285 Avenue Of The Americas,New York,NY,10019

Todd M. Ziogas, CIMA,CRPS

Managing Director–Wealth Management

Private Wealth Advisor
Todd M. Ziogas, CIMA,CRPS

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-9870
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Capabilities to impact your life and wealth
Todd has spent his entire career committed to wealth management and guiding his clients. His disciplined financial planning and budgeting approach can help you stay focused on the plan we develop together. With experience that spans several decades, he has the expertise to help you move forward with confidence.

Experience to guide you forward
Prior to joining UBS in 2010, Todd held various advisor positions focused on private and corporate wealth management at the Citibank Family Office, Morgan Stanley Smith Barney and Merrill Lynch. Over his career, Todd has attained the designation of Certified Investment Management Analyst® (CIMA®) at the Wharton School of the University of Pennsylvania. Todd graduated from Pace University with a B.A. in business administration and an M.B.A. in financial management. He has been a member of the Investment Management Consultants Association® (IMCA®) since 2004 and holds the Series 3, 7 and 66 securities licenses, as well as life and health insurance licenses.

Professional achievements and education
Todd has served as a Retirement Plan Consultant to a number of private equity, distribution and services companies across the United States. He has continued to hone his skills and experience in the retirement planning arena by obtaining the designation of Chartered Retirement Plans Specialist, (CRPS®), which focuses on retirement plan administration, design and maintenance.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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.
- Private Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

todd.ziogas@ubs.com

Todd M. Ziogas, CIMA,CRPS

1285 Avenue Of The Americas,New York,NY,10019
Max Sabert, CFP, CIMA, CEPA

Vice President–Wealth Management

Private Wealth Advisor
Max Sabert, CFP, CIMA, CEPA

Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

100 SE 2nd Street
Suite 2500
25th Floor
Miami, FL 33131

212-713-6173
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Max is a Private Wealth Advisor that advises entrepreneurs, early employees and financial executives on their complex financial planning strategies and investment needs. Max has been at UBS since 2010, holding various positions at the firm. Prior to becoming a Private Wealth Advisor, Max was an advanced financial planning resource for the UBS Americas New York Office, supporting Private Wealth Advisors in delivering comprehensive financial planning to ultra high net worth clients. Prior to that role, he pioneered the new Financial Advisor program at UBS, managing and training the new advisors who joined the firm. Max continues to work closely with clients to deliver comprehensive and holistic financial planning, utilizing his in depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities.

Education and credentials
Max received his B.B.A in finance from The College of William & Mary where he was also a dual sport athlete as an all-conference varsity gymnast and a member of the varsity swimming and diving team. Max is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He also holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Massachusetts Institute of Technology, Sloan School of Management. Max is also a Certified Exit Planning Advisor, administered by the Exit Planning Institute. He maintains the Series 7 and 66 securities licenses, as well as multiple state health and insurance licenses.

Outside of UBS
Max grew up in the Midwest but splits his time with his wife between the east coast hubs, Miami and Manhattan, and enjoys being closer to the beaches. In his spare time, he is passionate about working out, golfing and traveling.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
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.
- Private Wealth Advisor
100 SE 2nd Street
Suite 2500
Miami, FL 33131

max.sabert@ubs.com

Max Sabert, CFP, CIMA, CEPA

100 SE 2nd Street,Miami,FL,33131
Sarah Gies, CFP

Senior Wealth Strategy Associate
Sarah Gies, CFP

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-3966
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
As a Senior Wealth Strategy Associate, Sarah assists Todd and Max on enhancing existing relationships and sourcing new client opportunities. She focuses on the team’s operations, financial planning, investment management, and client portfolio reporting. Sarah is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies.

Prior to joining ZS Wealth Partners, Sarah worked on the Family Advisory and Philanthropy Services team at UBS. In this role, she worked with Ultra High Net Worth clients and their families on multi-generational wealth transfers, family governance, and philanthropic strategy. She is passionate about working with families to engage their next generation(s) to best prepare them for their own financial decision making and wealth stewardship.

Sarah graduated from the University of Florida in 2018 earning a Bachelors of Science in Finance. She then joined UBS Wealth Management’s Graduate Talent Program, where she spent two years rotating throughout the firm and gaining a strong foundation in its capabilities and resources. Sarah grew up in Rye, New York and now lives in Manhattan. In her free time, she enjoys hiking and visiting the mountains, golfing, and finding new restaurants in NYC.

Sarah maintains her Series 7 and 66 licenses.
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.
1285 Avenue Of The Americas
New York, NY 10019

sarah.gies@ubs.com

Sarah Gies, CFP

1285 Avenue Of The Americas,New York,NY,10019
Mabel M. Lee

Senior Client Associate
Mabel M. Lee

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-649-8037
View bio
Mabel Lee is the Senior Registered Client Service Associate for ZS Wealth Partners. She has been with UBS Financial Services Inc. for more than 15 years and has been in the financial services industry for more than 20 years. Prior to joining UBS, Mabel worked as a Portfolio Analyst for a large New York based pension fund. Mabel provides comprehensive client service in all aspects of account administration and operations, in addition to supporting the team’s business development and marketing efforts. She is also responsible for performing activities designed to provide education, enhance communication and facilitate the overall client experience.
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.
1285 Avenue Of The Americas
New York, NY 10019

mabel.lee@ubs.com

Mabel M. Lee

1285 Avenue Of The Americas,New York,NY,10019

Laurie O'Connor

Client Associate
Laurie O'Connor

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-2432
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Laurie O’Connor graduated from SUNY Stony Brook and has been an administrative associate in wealth management for over 15 years. Laurie interfaces with all back office personnel and handles client service and administrative problem-solving with flawless precision. She is excellent at what she does, and does it with a smile. Laurie is a Long Island native living near her office in Manhattan.
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.
- SUNY Stony Brook
1285 Avenue Of The Americas
New York, NY 10019

laurie.oconnor@ubs.com

Laurie O'Connor

1285 Avenue Of The Americas,New York,NY,10019

Additional resources and expertise

Connecting you to a world of opportunity
As a Private Wealth Management client, you will have access to UBS’s most innovative thinking and capabilities.

Estate planning strategies

Navigating opportunities across your enterprise

Investments and finances under one roof

Dividing wealth across generations

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Deep experience. Boutique approach.

Strategic solutions for your wealth

Advice tailored precisely to your needs

Advice tailored precisely to your needs

Individuals and families

Individuals and families

Founders and entrepreneurs

Founders and entrepreneurs

Non-profits and corporate retirement plans

Non-profits and corporate retirement plans

Content and insights

Well timed advice results in sizable tax savings for a successful founder

Solving complex tax and planning challenges

Request your report

Thank you! Your request has been submitted.

Experience. Makes all the difference.

Todd M. Ziogas, CIMA,CRPS

Max Sabert, CFP, CIMA, CEPA

Sarah Gies, CFP

Mabel M. Lee

Laurie O'Connor

Todd M. Ziogas, CIMA,CRPS

Max Sabert, CFP, CIMA, CEPA

Sarah Gies, CFP

Mabel M. Lee

Laurie O'Connor

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Additional resources and expertise

Estate planning strategies

Navigating opportunities across your enterprise

Investments and finances under one roof

Dividing wealth across generations

Turn possibilities into a plan

A leading global wealth manager

UBS Year Ahead 2025

Thank you for your interest.Please complete the form below:

Thank you! Your request has been submitted.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

*

Start the conversation

Thank you! Your request has been submitted.

Thank you for your interest.

Please complete the form below: