You’ve achieved many important financial and life goals. But you still have questions. Will you be able to fund a long retirement? How can you provide for future generations? How will you prepare for a strategic exit? For most people, these questions are more pressing than the performance of the economy or the stock market.
At Ina Wealth Management Group, our primary focus is helping you feel more confident about your financial future. We employ a disciplined wealth planning process that seeks to address your most important goals, including educating your children, generating lifetime income and leaving a legacy for your heirs. In everything we do, your best interests come first.
Our team has over three decades of experience managing wealth for business owners, entrepreneurs, executives and other high net worth individuals. We work with an extended network of tax, legal and insurance professionals, both at UBS and within our community. You can depend on us to address all aspects of your situation with knowledge and care.
“During my childhood, my family experienced significant financial challenges. I never want this to happen to my clients, so I dedicate
myself to their well-being.”
— Rich Ina
Are you retirement ready?
Seven questions to ask yourself.
Richard Ina has been recognized as an industry leader
- Forbes Best-In-State, Wealth Advisors, 2020
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Holistic wealth planning
We believe that face-to-face, personalized consultations are the best way to deliver comprehensive wealth management. Our team will ask you about your values, interests and priorities. We’ll present different scenarios for pursuing your short- and long-term goals, and protecting against the unforeseen. And we’ll work with your tax and legal advisors to design a wealth transfer plan that reflects your wishes.
Liquidity. Longevity. Legacy.
Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you.
Then, we 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.
To help maintain your lifestyle
- Entertainment and travel
- Purchasing a home
To help improve your lifestyle
- Healthcare and long-term care expenses
- Second home
To help improve the lives of others
- Giving to family
- Wealth transfer over generations
Working together, we can help you
- Gain confidence that your money is in an appropriate strategy—when it needs to be there
- Better manage investment risk—based on your different goals and timeframes
- Take the emotion out of investing—with a clearer understanding of your short-term needs
Our service puts you first
Are you on track to achieve your goals? What do you need to know about the current market environment? When will you be able to view funds in your account? Our goal is to anticipate your needs and questions, proactively reaching out to keep you up to date.
A warm welcome: Our relationship starts with a 60-day onboarding program. You will know what to expect from us at each step, and you can depend on us to follow through.
Regular communication: You’ll receive our “Thought of the Week” e-mail, as well as a consistent monthly or quarterly call. We want to stay current with developments in your family and your career so we can adjust your plan as needed.
Our robust network: We can connect you to our extensive circle of clients, colleagues, associates and other business professionals with similar ventures, experiences and interests.
The next generation: Your children—and grandchildren—are part of our relationship. We offer complimentary investment education and advice to help young adults start off on the right foot.
Social Security. Demystified.
Did you know that there are many different ways to take Social Security benefits? And the difference in income can be substantial over the course of your retirement. Our team understands the ins and outs of Social Security and Medicare planning. We can help you maximize the benefits you have coming to you.
Talk to us for answers to your pressing questions, including:
- Will Social Security be there for me?
- How much can I expect to receive?
- When should I apply for Social Security?
- Will Social Security be enough to live on in retirement?
- When do I need to sign up for Medicare?
- What does Medicare cover?
- How much does it cost?
- Will I need other insurance?
Access to the depth of UBS
As a client of Ina Wealth Management Group, you can draw on the resources, thought leadership and experience of one of the world’s largest wealth managers. With a footprint in more than 50 countries, UBS meets the sophisticated needs of wealthy families around the globe.
We work with specialists at UBS who can address all of your complex financial needs, including:
- Liability management, including access to banking and lending services
- Insurance solutions to manage both personal and business risks
- Tax and estate planning strategies
- Equity plan advisory
- Concentrated position hedging
- Retirement plan consulting services
- Specialized private equity and hedge fund solutions
- Corporate finance and boutique investment bank introductions
- Family and philanthropy advisory