Focus on your vision for the future

For every relationship, we begin with comprehensive financial planning. Through a series of in-depth conversations, we get a clear sense of what really matters. What do you want to do with your money? What do you want to do with your life? What concerns you? How much risk are you comfortable with? By getting to know your concerns and worries, we can help you plan for what’s important.

From these conversations, we develop a comprehensive financial plan focused on your unique vision for the future. At the heart of our goals-based planning approach is the pursuit of your long-term goals. Whether you’re navigating a major life event or planning your legacy, we offer realistic guidance that grows with your needs.

²UBS Investor Watch, The conflicted investor.

Fully customized solutions aligned with your goals

When it comes to managing your wealth, our diverse backgrounds and critical thinking lead us to the best solutions. Your tailored portfolio is based on your goals, aspirations, risk tolerance and income requirements. At the end of the day, we are not looking to beat the market, but rather to construct a lifelong plan, which then becomes a benchmark for how success is measured.

As we implement your tailored investment strategy, we communicate regularly and make adjustments for life changes and economic conditions.

²UBS Investor Watch, The conflicted investor.

Your needs always at the forefront

Nothing is more important to us than exceptional service. With a dedicated service team that is always accessible, we respond quickly to your questions and concerns.

We are most proud of our deep client relationships that are sustained by: integrity, openness, honesty and a focus on your goals and the financial well-being of your family members. Our clients know how much we care about them and that they can count on us. If something is important to our client, we will work with them to accomplish it. By listening carefully and getting to know you better, we can find new ways to do more for you—so you can focus on what matters most.

A global network of resources for every dimension of your life

As UBS Private Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks. Our Private Wealth Management resources include:

• Portfolio Advisory Group
• Insurance
• Trust and estate planning strategies
• Credit and liquidity solutions
• CIO Americas, Wealth Management research
• UBS Global Family Office
• Family Advisory and Philanthropy Services

Multigenerational strategies to address life’s big decisions

We understand the deep connection between wealth and family. For many clients, we work together to involve their young adult children in dynastic planning conversations. For others, we build new financial relationships with their children and provide advice to help them get off to a successful financial start.

Through every stage of life, we can also help you with your most defining challenges: the health of aging parents, the difficulties of a divorce or an unexpected loss. Whatever family issues you’re faced with, we’re here with sophisticated solutions to help make your demanding life easier.

²UBS Investor Watch, The conflicted investor.

Diverse perspectives enhance the investment decision-making process

With our passion for the markets and the broader financial world, we provide guidance through our investment advice. Client conversations frequently start with a discussion on our latest global research, where we exchange ideas then actively construct an individually tailored plan for you. Clients value our diversity of thoughts and deep insights they gain through our conversations.

²UBS Investor Watch, The conflicted investor.