For nearly 30 years, Jonathan Murray and his team have worked closely with successful individuals and families, helping them plan for the future. They have benefitted from Jonathan’s clear understanding of what retirement really means—transitioning from a lifetime of hard work, providing for family and planning for a reliable income stream that enables you to do the things you finally have the time to do.

The Murray Group looks beyond your investing needs and provides advice to help you manage all the priorities in your financial world. Using the UBS Financial Goal Analysis (FGA) tool, we begin our disciplined planning process, which provides the insights we need to create your personal financial road map for the future. We can also coordinate with your attorneys, accountants or other advisors to ensure a well-aligned strategy.

You need a target return that reflects your specific needs and goals. That’s why our strategy is based on prudent, time-tested principles: Be diversified, use proper asset allocation and don’t chase momentum. It’s important to stick to your customized financial plan, and try to control emotional decision-making.

We strive for growth over time, not overnight. Informed by the insights of UBS CIO Americas, Wealth Management research, as well as those of leading money managers, our focus is to generate a stable, growing income stream that can keep up with the rising cost of living. What’s more, working with our team, you can be confident that our recommended strategies are properly developed, implemented, and monitored according to both legal and ethical obligations.