Guided by experience. Advice for every generation.
Family Wealth Management
513-792-5160
855-395-4976
UBS Financial Services Inc.
The Towers At Kenwood
8044 Montgomery Rd, Ste 100w
Cincinnati, OH 45236
When you think about the future, what do you hope for? Ideally, you would be able to fund the lifestyle you want in retirement, provide a legacy for your family and support causes that reflect your values.
Our caring and knowledgeable team wants to help you achieve that vision. That’s why we work collaboratively with our clients, taking a proactive approach to help you pursue your goals. Our diversity of experience enables us to create long-term financial plans that are designed to weather market fluctuations and unexpected life events.
Each client has a relationship with two experienced Financial Advisors who offer complementary perspectives and insights, as well as a dedicated Wealth Strategy Associate to address day-to-day concerns. Our multigenerational team offers continuity for the families, corporate executives, business owners and physicians that we serve. To provide you with the most relevant tools and guidance, we draw on UBS’s sophisticated planning resources, including trust solutions, insurance and philanthropic advisory.
Building a strong foundation
Your financial plan will address your full financial picture, including:
Retirement funding strategies
Do you have a plan to pursue your vision?
After a lifetime of hard work, you deserve a secure and fulfilling retirement. Our team has helped hundreds of pre-retirees create plans to generate the income they need in retirement.
Investment management
Is your portfolio aligned with your goals?
A portfolio without a plan is unlikely to be successful. As Senior Portfolio Managers in UBS's Portfolio Management Program, we know that transactional investing isn't enough to guide you successfully to your goals.
Executive wealth solutions
Do you know how to maximize your equity compensation?
Whether you’re employed by a public or private business, you face critical decisions about stock ownership. Many large local employers choose us to advise their teams about equity compensation and other company plans.
Business transition and succession
How will you prepare your business for its next phase?
A closely held business is vitally important to the owner’s family, both financially and emotionally. We work with business owners to design thoughtful transition plans that position them and the business for continued success.
Our perspectives
Insights