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Wealth Management US

Where does the investor with complicated investment needs find the personalized service and attention he or she requires? As a firm with vast resources, we are equipped to address these complex issues. We recognize that high-net-worth investors need sophisticated wealth management strategies, individualized portfolio design and periodic reviews.

Some of the benefits our team offers include:

  • Personalized attention to financial goals
  • A well-defined and structured investment strategy
  • Strength in numbers: Our team has different experiences and perspectives working in concert for the benefit of the client
  • A broad range of investment and financial products and services
  • UBS Wealth Management Research  
Learn about Our Team
The Ghosh Group
415-954-6849
800-826-7014 ext. 6849
415-954-5981 fax
dipti.ghosh@ubs.com
Team Members:
Dipti S. Ghosh
Vice President - Investments
dipti.ghosh@ubs.com
Sammy Sung
Registered Client Service Associate
sammy.sung@ubs.com
Tracy L. Diaz-Dominguez
Senior Client Service Associate
tracy.diaz@ubs.com
Managing Wealth

Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?

News

UBS finalizes ARS settlements
UBS announces sale of Bank of China stake
UBS Wealth Management Research releases "Global Outlook 2009" report

Our Perspective
Corporate Profile CorporateProfile.pdf
Retirement Plan Distributions Decisions as You Leave Your Employer ret_Retirement_Plan_Distribution_Decisions_as_You_Leave_Your_Employer.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: A slippery slope – proceed with caution  (534kb)
Integrating an inheritance into your lifestyle

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