The Malloy DuBose Sydnor Wealth Management Group has more than 60 years of combined experience guiding successful families through the challenges of managing significant wealth. Our relationships go beyond financial advice. We work with clients to clarify values, concerns and aspirations, always focused on gaining a deeper understanding of their mission, purpose and decision making dynamics.

While many of our clients initially come to us for our extensive knowledge and expertise in portfolio management, we strive to develop an overall life and legacy plan. Together, we’ll engage in a comprehensive planning process that addresses all of their goals. This includes financial and retirement planning, wealth transfer, business succession planning and philanthropy. To us, there is no greater priority than helping to create positive outcomes for our clients and their generations that will follow.

Our Group

The Malloy DuBose Sydnor Wealth Management Group is a Winston Salem, NC based investment and wealth advisory group at UBS, the world's largest wealth management firm. We provide portfolio management, financial and estate planning, trust advisory solutions, banking and lending services and philanthropic charitable consulting for individuals, families and businesses. Our clients include high net worth individuals, corporate executives, retirees, professional athletes and business owners.

Multigenerational Planning and Engagement

What is the best way to pass on my wealth to future generations? How do I ensure my children are ready for financial responsibility?

These are just two of the many questions we can help answer. Our team has the knowledge and experience to help you build a comprehensive plan for transitioning assets to future generations. We will work alongside you and your trusted tax and legal advisors to ensure the plan is tailored to your wishes and executed accurately and efficiently. We facilitate meetings with you and your family to create a vision for what you would like to accomplish and prepare the next generation for carrying on your legacy.

Business Transition and Exit Planning

We have experience guiding many business owners and their families through transition events. Our process takes you from the initial stages or, succession planning all the way through the transaction close. Prior to the time that you step away, we help you develop a personalized strategy to manage the proceeds and achieve your future financial goals and aspirations. We can also provide you with access to UBS experts in:

• Sale, Merger and Acquisition Advisory Services
• Risk management
• Estate Planning and Financial Planning
• Wealth Management

Portfolio Management

Our group’s portfolio management philosophy is based on asset allocation modeling and focuses on approximately 17 asset classes and subclasses. Our objective is to correlate the proper mix of assets with our clients’ desired risk level and then find the best money managers from around the world to manage each asset class. The type of investments used to construct our portfolios include: equities, bonds, cash and alternative investments, such as hedge funds, real estate and private equity. Our research comes from UBS Wealth Management Research, as well as other outside sources.