Experience Makes all the difference
The Sager Swasey Partners of UBS Private Wealth Management is a highly accomplished investment group differentiated within UBS for our diverse skills and global knowledge of sophisticated investors and our stewardship of complex family wealth. As a gender-diverse team spanning four generations, we have a unique viewpoint that helps us serve you better.
We are a strategic union of investment managers, financial planners, market strategists and institutional advisors who have actively managed assets through seven bear markets and six recessions. To us, diversity of experience makes us a stronger, more insightful team as we navigate markets for some of the country's most successful individuals, family offices and institutions and focus on the wealth management needs of business owners, high net worth and ultra high net worth individuals and families, family offices, private foundations and private retirement plans.