Your wealth and corporate needs.
Our insights and experience.
Our insights and experience.
Whether navigating milestones in your life or managing the complexities of running a business, our team will help you meet your personal wealth management and corporate service needs. As you face significant challenges, we are here with institutional guidance and trusted advice.
Our clients benefit from the diverse knowledge and experience of our advisors—one a Harvard Ph.D. and former professor at Harvard Kennedy School of Government and the other a former head of a nonprofit corporation. Along with our broader multigenerational team, we bring an experienced perspective to your ever-changing needs. When working with our team, you also gain access to the intellectual capital and global resources of UBS, one of the largest wealth managers in the world.
Based in Arizona, our team serves the needs of successful multigenerational families and corporate clients across the United States. For our wealth management clients, we extend our services to families around the world. Our clients know, no matter where they are, that they can count on our commitment to personal service and responsiveness, always putting their interests first. Our level of caring and understanding has earned deep loyalty and lifelong trust of our clients.
Bahbah Sobers Wealth Management
602-957-5189
602-667-8113
855-599-3720
2575 East Camelback Rd
Suite 900
Phoenix, AZ 85016
Comprehensive planning for you and your family
Are you looking to grow your assets but concerned about what’s ahead, like buying a new home, financing a child’s education or planning for a wedding down the road? And what about your retirement planning and passing wealth to future generations? When it comes to your life questions, our team can help you determine the best path forward—with straightforward advice and education.
Before we recommend any investment strategies, we learn about you through a full discussion of your goals, your values and your current financial situation. Through our planning process and Financial Goal Analysis (FGA), we work with you to create your personal road map for the future—a road map that helps us to understand what you have, what you need and what you hope for. Whether you’re concerned with wealth accumulation, wondering about how much money you need to save for retirement or ways to simplify the day-to-day management of your money, we’re here to help.
From there, we help you prioritize your goals for every stage of your life.
Customized approach to managing your assets
After a thorough review of your personalized plan, we develop an investment strategy that helps address your specific needs. We take the time to educate you about our investment recommendations, so that you can fully understand the strategy—and how all the pieces of your financial life fit together.
For non-US residents, please contact Bishara Bahbah
Our perspectives
Insights