Experience Makes all the difference
Integrated Wealth Management at UBS combines over 120 years of extensive experience in consulting, financial planning and wealth management. Clients include affluent individuals, business owners, medical and legal practices, endowments, foundations and trustees of retirement plans. We currently manage over $1.5 billion of client assets. Our team has one goal: to preserve and enhance client wealth through prudent planning, investing and asset management. Integrated Wealth Management also specializes in retirement plans and works closely with plan sponsors to assess their retirement plan needs and provide integrated solutions. We continually strive to anticipate client needs and exceed their expectations.