As you approach retirement, two questions are top of mind: Am I saving enough? Could I outlive my savings?
For more than 30 years, we’ve been helping our clients answer these questions and many others as they plan for a long and healthy retirement. Our multigenerational, multidisciplinary team offers an efficient process and strives to deliver a cost-effective structure that is focused on providing guidance for your immediate and long-term needs.
We are backed by the global strength of UBS, one of the largest wealth managers in the world. As we help guide you to—and through—retirement, we look at your complete final picture and focus on helping you shape the future you have always envisioned.
“Because we’re a multigenerational team, we believe our new and long-term clients count on the continuity of our service. They know we’ll be there for each generation of their family.”
— Alan Wojtowicz
Wesley Tate has been recognized as an industry leader
- Barron's Top 1,200 Financial Advisors, 2018, 2019
Why plan early?
- Your retirement may last 30 years or more, so you’ll need funds to maintain your lifestyle, keep pace with inflation and prepare for unforeseen costs and market conditions
- You may be taking care of aging parents, who will also be living longer
- Medicare covers basic healthcare needs, but many other expenses, including possible long-term care or assisted living cost, will be paid for out of pocket
Who are our clients?
We work with physicians, healthcare professionals, entrepreneurs, corporate executives and other successful businesspeople. We help advise them through each stage of retirement planning as they save for, transition to and enjoy the retirement they have spent their lives envisioning.
Our team provides a wide variety of personal and professional services, including insurance solutions—life, disability and long-term care—tax and estate planning strategies, banking and lending services and business succession planning. We will also coordinate with your attorneys, accountants or other advisors to help ensure a well-aligned strategy.
How do we help build your personalized financial plan?
When we meet with you for the first time, we sit down to learn all about your current assets and liabilities, your ideal retirement age and what kind of life you want to live in retirement. Our personalized plan for you will reflect your entire financial picture—on both sides of the balance sheet—and your individual goals.
Importantly, we understand that planning is an ongoing process. We communicate regularly and work with you to adapt your plan as your life and financial situation changes. And our unified team offers a range of complementary strengths and a streamlined approach intended to help simplify your busy life.
What is our approach to investment management?
We invest based on time-tested principles of asset allocation and diversification. But we don’t take a cookie-cutter approach. Each of our clients has a retirement vision that is unique to them, accompanied by a different time horizon. Their portfolios are equally personalized.
Accessing the open platform of UBS, we offer sophisticated investment solutions that are designed for growth, steady cash flow and tax advantages. And because we are continually looking to the future, our team keeps informed about forward-thinking investment opportunities in technology, science and industry.
What are the strengths of UBS?
Our firm is crucial to the job we do for you. Our access to the global reach of UBS— one of the largest wealth managers in the world—gives us the perspective, diverse strategies and relevant guidance to help you move forward with confidence. UBS has been managing its clients’ wealth for more than 150 years, with deep resources in investment, banking and asset management businesses.
UBS’s solid long-term credit ratings and economic stability ranks within the highest levels among large global banks. Throughout the world, private, corporate and institutional clients turn to UBS for its wealth management experience, creating a long legacy of trust you can count on.