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In today’s fast-paced world, few people have the time or resources necessary to manage their investments. We can help. Whether it’s planning for retirement, a child’s education or the start of a new business, we’ll take the time to understand your needs so that together we can develop a personalized wealth management plan. We can also advise you on changing market conditions, and suggest a periodic review to re-evaluate your investment goals and strategies.
Ari Baum
Ari Baum
Vice President - Investments
Advisory and Brokerage Services
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Wealth Advisor
1251 Avenue Of The Americas
2nd Floor
New York, NY 10020
212-626-8533
877-514-2065 ext. 8533
212-626-8807 fax
ari.baum@ubs.com
Managing Wealth


Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan
My Perspective
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
Corporate Profile CorporateProfile.pdf (211kb)
The Making of UBS making_of_ubs.pdf (1141kb)
Wise Choices Quarterly Newsletter wise_choices.pdf (258kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
Best Practices for Private Foundation Success BestPracticesforPrivateFoundationSuccess.pdf (63kb)
Tax-Management Techniques for Wealth Preservation TaxMgmtTechniquesforWealthPreservation.pdf (574kb)
News

Update on UBS's current trading performance
U.S. cross-border case and information for U.S. taxpayers with accounts at UBS overseas locations
Spotlight Articles

Is your financial portfolio in balance?
Market Outlook: Has the rally passed you by? What you can do  (441kb)
Make your cash work harder for you
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Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
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