Experience Makes all the difference
The Aster Wealth Management Group at UBS Financial Services is a comprehensive wealth management practice headquartered in Santa Fe, NM. We’ve assembled a broad, experienced, and diverse team of professionals who are passionate about working with clients in all aspects of their financial well-being. This includes comprehensive financial plans, retirement planning, retirement income strategies, asset management, insurance needs, and most importantly, lifestyle preservation.
We view each client's personal situation, financial profile, and family dynamics as entirely unique; as such, we custom tailor our approach, portfolios, and planning suggestions. We pride ourselves on constructing and managing investment portfolios, performing in-house due diligence as part of our process while leveraging the resources of one of the world’s premier global wealth management firms, UBS Financial Services. Our clients trust us to work directly with their tax professionals and estate attorneys, whether we’re helping with tax planning or advising on the most prudent strategies for building a legacy. Finally, we provide a high level of professionalism, intellectual creativity, and entrepreneurial spirit to our clients.
The relationships we build with our clients are sustained by the trust we’ve earned and the accountability we demonstrate over time. There’s no substitute for the confidence that comes with knowing that you’ve chosen a team that is committed to doing what’s best for you today and for the future.
Aster Wealth Management employs the UBS investment discipline Wealth Way which 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 expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.