R3 Wealth Management provides a diverse clientele of individuals, business owners, corporate executives, and institutions with personalized investment management and financial planning. We are singularly dedicated to understanding your financial needs and helping you grow and protect what you have carefully built over time.
As you face life’s most important questions, we will work with you to explore opportunities and prepare for challenges. Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management focused solely on your unique situation. Additionally, we commit to each generation of our clients’ families, by working closely together to help shape their financial future and meet their goals.
“We believe that successful wealth management should focus on Liquidity, Longevity & Legacy which is only achievable when your goals are specifically defined and your financial assets are uniquely managed to provide exceptional results.”
— R3 Wealth Management
Understanding the needs of individuals, executives, business owners and institutions. We work closely with a diverse clientele by providing integrated financial guidance and a robust suite of investment solutions. We are capable of helping you with key issues around a broad spectrum of professional and financial situations.
Integrating all aspects of your financial life into one plan
Today it is critical to understand how all aspects of your personal and business life can affect your financial future. Our goal is to provide you with a clear and consistent approach to managing your wealth.
Our planning approach includes:
Retirement income planning
We can work with you to help protect your lifestyle and livelihood in retirement.
Trust and estate planning strategies
We have the experience and the resources to address the complexities of your estate, philanthropic and legacy planning goals.
Insurance consulting and review
Our team views insurance as a complementary tool to protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries.
Integration of benefits in your review
We are able to review your individual and company benefits and integrate them into your total plan.
We provide a wide range of lending options such as securities based loans, mortgages and commercial loans.
Through the implementation and monitoring of college savings programs, we offer solutions that work with all your planning goals.
Individually managed portfolios to help protect wealth:
We build customized portfolios based on our comprehensive due diligence and planning process. Our models offer diversified strategies that are rebalanced regularly to help ensure your portfolio stays on target.
Liquidity, longevity and legacy
We segregate assets specific to maintaining your lifestyle from those earmarked for your legacy, thus creating distinct allocations for the capital you will need to meet specific goals within certain timeframes. This goals-based approach allows us to align your strategy with your liquidity, longevity and legacy objectives along the timetable that is right for you.
Our team can work with you and your tax and legal advisors to develop tax-advantaged solutions.
Preserving multigenerational wealth
We understand the connections between wealth and family and we are positioned to address your family’s wealth transfer and philanthropic needs.
Helping you simplify your financial life
With our high-touch service, we bring together the boutique solutions of a dedicated team with the resources of UBS Financial Services, one of the world’s largest and respected wealth management firms.
Customized client service
Our entire team is highly accessible, with consistent communication and ongoing reviews. Responsive and attentive, we build long-lasting relationships by offering robust service that anticipates your needs.
A focus on transparency
Our team always puts the highest priority on your needs. Our service goes above and beyond the expected, offering a highly personalized experience that is responsive and flexible to your needs.
Family advisory services
We provide a dedicated organization to bridge the generations within your family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.
Bringing together the best resources
We work closely with your tax, legal and insurance advisors, as well as our network of financial experts to incorporate all perspectives into one integrated approach.