A commitment to family wealth and legacy Private Wealth Management

All of us at the Cleveland Wealth Management Team pride ourselves on the trust, candor and ease of communication that we develop with each family. We are dedicated to helping you and your family address the specific opportunities that come with personal and business success. We listen to your concerns, embrace your expectations and come to understand your motivations and desires.

As a multigenerational team, we strive to be an integral part of each generation of your family’s financial lives. We help meet your challenges at every phase of life—be it transitioning a business, purchasing a dream home, starting a foundation or facing a loved one’s health issues. By coordinating with your other professional advisors, we help provide a seamless experience.

Cleveland Wealth Management Team


phone

216-736-3600



phone

855-355-3948





address

600 Superior Ave East
27th Floor
Cleveland, OH 44114



William Murphy Owen McBride  and Dan McKenna have been recognized as industry leaders

  • Owen McBride, Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020 (OH)
  • William Murphy, Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020 (OH)
  • Dan McKenna , Forbes Best-In-State Wealth Advisors, 2020 (OH)

Private Wealth Management

Exclusive access
With direct access to the global resources and open platform of UBS Private Wealth Management, our team offers timely perspectives, customized investment management and a fully integrated suite of solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations.

The benefits of our professional network
UBS’s extensive history of working with affluent families provides our team with insights and understanding into the complexities of wealth. We have direct access to the deep resources of the firm, including:

  • Advanced Planning Group
  • Portfolio Advisory Group
  • Family Advisory
  • Credit and liquidity solutions
  • Global Family Office

Customized investment management
With a focus on tailored solutions, we can provide a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against relevant benchmarks.

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

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Doing well by doing good investing

Investment analysis
Bill Murphy and Jeffrey Berger are Certified Investment Management Analyst® (CIMA®) professionals. Each has completed stringent educational components designed specifically to distinguish them as advanced investment consultants.

“We bring a balanced perspective to investing. We don’t just look at the returns you will need to reach your goals, we consider all the negatives that could risk your meeting those goals.”

— Bill Murphy

Wealth planning

A structured approach
Our advice and guidance is based on a clearly defined planning process that is designed to keep pace with your changing perspective on wealth, your family’s lifestyle and your financial priorities.

A comprehensive financial plan
We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture. Because of our in-depth knowledge of clients’ financial lives, we help with everything from managing current cash flow to planning for future generations.

Strategies for your estate and philanthropy
We’ll work with you and family members to develop actionable strategies to help you move toward your objectives whether through investments, structuring wealth transfers, streamlining your cash and debt management, strategizing with you on a business or real estate sale or purchase, or managing your estate and legacy objectives.

Insurance solutions
Our team views insurance as a tool to help protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries. Life insurance trusts are one type advanced vehicle that requires true expertise to structure a highly beneficial estate settlement.

Liquidity. Longevity. Legacy.
Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantees that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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Liquidity. Longevity. Legacy.

FGA: A Plan for Your Financial Life

Continuing to Succeed

The power of planning
Owen McBride, Chad Hartup and Kevin Murphy are CERTIFIED FINANCIAL PLANNER™ professionals. Each has met rigorous requirements to obtain these certifications and together they provide a depth of planning acumen that can help enrich our clients’ personal and professional lives.

“Clients seek us out because of our reputation. They stay because of our disciplined planning process and comprehensive services.”

— Owen McBride

Personalized service

Building lasting relationships
By offering high-touch service, our goal is to develop the kind of trust and efficiency to help simplify your financial life and build long-lasting relationships. This individualized attention aims to provide a level of confidence that is invaluable in every aspect of your financial life. Our team is accountable to you, and works diligently on your behalf.

Delivering concierge services
Our team always puts your needs first. We offer a highly personalized experience that is responsive and flexible to your needs. You will have important access to private banking, private trust services, document management, recordkeeping, expense management, bill payment, family member support, financial education and wealth transfer planning.

Working with your whole family
Helping you navigate the intersection of family, business, finance and legacy, we work closely with you to develop strategies that serve current generations and yet are flexible enough to meet the needs of future generations.

Attention on your terms
We schedule regular meetings on a monthly, quarterly, or semi-annual basis, based on your preferences and what works best for you. This frequent and planned communication keeps us on track to meeting your goals and objectives.

Educational events and client networking
Our events offer an engaging and informal opportunity for our clients to gain insights, meet interesting peers and professionals and have some fun.

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UBS leads the way in wealth management

UBS House View. Year Ahead 2019: Turning points

“Family wealth today is earned, spent, taxed, preserved and passed on differently than in previous generations. Navigating this new world of wealth is key to your success.”

— Dan McKenna

Our perspectives

Insights

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Access the latest views and financial market coverage

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