Managing complexity for a confident future Private Wealth Management
Understanding you means understanding your family, your values and what defines your vision for the future. That is why we actively listen, embrace your passions and offer advice that is essential to pursuing your goals.
We are a team of seasoned financial professionals, driven to bring real change for you, your business or your organization. Our goal is to help simplify your life so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence.
“When it comes to helping clients pursue their goals, our ears are our best resource.”
— Bud King, CFA®
King Wealth Management
314-746-4118
800-385-1972
855-525-4083
One North Brentwood Blvd
Shaw Park Plaza, 14th Floor
St. Louis, MO 63105
Private Wealth Management
The right connections
As Private Wealth Advisors within an exclusive division of UBS, we offer access to the entire global platform and resources of the firm. We bring an extensive network of professionals to the intersection of wealth management, estate planning and philanthropy.
Family Advisory and Philanthropy
We build long-lasting relationships by helping each generation prepare for the responsibilities that come with wealth. We understand the complexities of intergenerational wealth and the challenges that arise. We create actionable financial plans, investment strategies and provide educational opportunities to help meet your changing perspectives on wealth, your family’s lifestyle, and your financial priorities.
Estate Planning strategies
Careful estate planning is an ongoing exercise. We provide a set of tools and strategies to continually fine-tune your estate and legacy plan. This includes personal estate and philanthropic planning strategies, trusts and private foundations, and making tax and financial decisions. Thoroughly reviewing your family’s situation can uncover new opportunities to pursue your goals.
Exit Planning
The majority of private business owners and entrepreneurs may not be familiar with all their exit options. Our team has the resources and network to help explore all possible options, including those you are not currently thinking about. By going through our exit planning process, you can assess if your business is ready and you are comfortable with the potential outcomes.
Comfortable with complexity
Whether we’re providing services directly or coordinating with your family office, we develop planning strategies that are unique to each family member and support your overall family vision.
Asset Allocation and Money Management
As a steward of your capital, your financial well-being is our priority.
This is an important time for investors to properly adjust expectations, rethink their risk appetites and diversify portfolios away from investments that rely heavily on passive one-way bets. True diversification is unlikely to be achieved by crowding into a standardized collection of asset classes; it is created using good judgement and the inclusion of professionals who are independent thinkers.
Access
Our clients have access to the unparalleled resources of the world’s largest wealth management firm, but with the look and feel of a small boutique shop. Our team collaborates with each of your advisors along with our own professional network of subject matter experts to bring you the very best that UBS has to offer.
Corporate Retirement Planning
We understand both the incentive value of a retirement plan and the commitment required to administer the plan and address fiduciary responsibilities. Reviewing investments, carrying out day-to-day administrative tasks, and providing plan participant support and education can be very challenging. That’s why we offer an expanded level of assistance to help you meet these obligations.
Bud King has been recognized as an industry leader
- Forbes Top 250 Financial Advisors, 2019, 2020
- Forbes Best-In-State Wealth Advisors, Missouri, 2018, 2019, 2020
- Forbes/SHOOK America’s Top Wealth Advisors, 2017, 2018
- Barron’s Top 1,200 Financial Advisors, 2016, 2017, 2018
UBS
A global leader
The global resources and open platform of UBS allows us to offer timely perspectives, customized investment management and a fully integrated suite of solutions.
Strength
UBS is the largest wealth manager in the world1
Stability
Among the best-capitalized large global banks
Heritage
150 years serving many of the wealthiest clients around the globe
Our perspectives
About us
Insights