Financial planning and investment management
Our in-depth, fact-finding process results in the construction of a comprehensive wealth plan that serves as a road map for meeting your long-term investment objectives. We view this as a business plan for your personal life, creating metrics to measure success and providing context for all important financial decision-making.

Prudent asset allocation
Through our comprehensive due diligence and planning process, we determine your family's goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that supports your financial plan and seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Trust and estate planning
We have the experience and the network to address the complexities of your advanced planning needs. We may be able to help with protecting your assets or business ownership transitions, reducing estate tax exposure, transferring wealth to future generations or pursuing philanthropic endeavors.

Wealth accumulation
We examine your present lifestyle and how you define your goals for the future. We look at cash flow and gauge its effect on your objectives. In addition, by reviewing both sides of your balance sheet, we can work with you to determine how best to leverage your wealth and reduce the cost of liabilities.

• Comprehensive wealth management planning
• Access to alternative investments
• Quarterly reports on all accounts
• Asset-based lending

Wealth preservation
Fundamentally, our goal is to help you protect and preserve your wealth. Because we are wealth managers first and foremost, our team views your family interests and business interests as the components of a complete and integrated strategy comprising all your financial ambitions and aspirations.

• Asset allocation strategies
• Portfolio rebalancing
• Tax-efficient investing
• Cash flow plans for retirement income

Wealth transfer
A key focus for many of our clients includes a thoughtful asset protection strategy and financial plan to help ensure those assets are preserved in a tax-efficient manner and transferred to future generations according to each client's wishes. We apply a comprehensive plan and collaborate with other experts to achieve your specific estate and legacy planning goals.

• Estate planning coordination
• Trust services
• College funding strategies
• Retirement income strategies
• Business succession planning

Attention on your terms
We treat clients like extended family and our dedicated team strives to provide the utmost in personalized service. We understand you have many priorities vying for your attention so we respond promptly to calls and emails, during and after business hours. Count on us for regular contact, prompt attention, and relevant insights throughout the year to make sure you stay on track.

Trusted client service
Clients rely on our trusted and consistent client service team for a host of financial and administrative needs. This means taking extra steps to provide modified reporting based on our firm platforms, to help organize tax information, or to simplify daily financial and investment issues, from setting up online services to handling financial statements.

A network of resources
You want all of your advisors pulling in the same direction. That's why we work collaboratively with your accountants, attorneys and other advisors. We have a high level of expertise, but if we don't have an answer we will get one from our network of financial specialists within and outside UBS. All together, we will make sure each perspective is integrated into one comprehensive approach.

The strength of UBS
We draw upon the heritage of UBS AG, one of the world's leading wealth management firms. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm's global perspective and unmatched resources.