Our team always puts your interests first. Our service offers a personalized experience that is responsive and flexible to your needs.

By working closely with your CPA, attorney, and other trusted advisors, we help incorporate all perspectives into one comprehensive approach.

Our entire team is highly accessible with personal touch points and ongoing reviews that keeps us on track to meeting your goals and objectives.

Clients rely on our team to address a host of critical financial and administrative needs. We are proactive with a robust suite of services to anticipate and fulfill client requests.

Whether you are a time-stretched executive or a retiree, simplifying your life is critical so you will focus on what matters most to you.

With a focus on long-term income planning, our team can work with you to help preserve your lifestyle and livelihood in retirement.

We develop sophisticated portfolio strategies through the use of efficient tax structures such as trusts and philanthropic vehicles. This enables you to pursue your wealth preservation and legacy goals.

We will assess your current and future insurance needs. We view risk management as a tool to help protect your family’s assets, replace income, and create a legacy for future generations.

Staying on top of the ever-changing global economy and world capital markets is more than a full-time job. Our process is similar to that used by endowments, foundations, and institutional investors. We align ourselves with quality, independent money managers to ensure the proper asset allocation strategies are in place to work toward your objectives.

There is a significant difference between investment returns and what an investor earns after taxes. That is why we focus on tax-efficient strategies by tax harvesting throughout the year in order to help maximize after-tax returns.

We help demystify investments by being straightforward and clear about how we are handling your money. Because we make objective investment decisions, we can avoid any conflicts of interest. Our disciplined investment selection process looks at all solutions as potential tools for building customized portfolios.

Through our comprehensive due diligence and planning process, we help determine your goals for growth, income needs, and tolerance to risk. We craft an asset allocation that supports your financial plan. Once your investment plan is implemented, we monitor your portfolio based on your goals and broader economic conditions. We regularly communicate with you to make sure you stay on track.

Because we understand the connections between wealth and family, our team develops relationships with each generation. We offer the advice and education to address all your family’s needs. This encompasses wealth preservation, asset growth, and legacy planning strategies. It is our goal to be a part of your family’s lives for years to come.

With a heritage spanning more than 150 years, UBS is one of the world’s leading wealth management firms. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence.

• Wealth management at our core. Private, corporate and institutional clients throughout the world count on the wealth management expertise of UBS.
• Stability and leadership. UBS remains financially strong, with solid long-term credit ratings.

*UBS Corporate Profile 3Q 2018