Your wealth and corporate needs.
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


phone

602-957-5189
602-667-8113



phone

855-599-3720





address

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.

 

Liquidity. Longevity. Legacy.

Our approach 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 expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility.

  • Entertainment and travel
  • Taxes
  • Purchasing a home

To help improve your lifestyle

This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

  • Retirement
  • Healthcare and long-term care expenses
  • Second home

To help improve the lives of others

This strategy includes all of the resources for needs that go beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

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.

Tailored, discretionary portfolio management

By listening and aligning with your objectives, we provide customized portfolios designed to address your personal financial goals and comfort with risk. As active portfolio managers in the UBS Portfolio Management Program, our approach is grounded in asset allocation.

Our customized asset allocations are informed by our own investment experience, specialists in our Portfolio Advisory Group and industry-leading intellectual capital from UBS CIO Americas, Wealth Management. With our team actively monitoring your portfolio, we communicate regularly and track performance, making adjustments for life changes and economic conditions.

Socially responsible investment strategies

Beyond traditional investment strategies, socially responsible investing is a priority for many of our clients. With a commitment to faith-based portfolios, we offer you access to investment opportunities that are Sharia-compliant and aligned with your specialized needs. These portfolios allow our US and global clients to hold investments that are compatible with their religious values.


For non-US residents, please contact Bishara Bahbah



Insights

UBS Retirement Plan Consulting Services

UBS Retirement Plan Consulting Services

Planning for the lifestyle you want

Planning for the lifestyle you want