A home financing strategy built around your overall financial goals.

UBS Mortgage

Getting a mortgage is more than a one-time transaction. It's a financial decision that impacts your life for years to come. Whether you're looking to purchase a new home or refinance an existing mortgage, it’s important to have a lending strategy that fits within your larger financial picture.

Ask your UBS Financial Advisor¹ about incorporating your home financing strategy into your overall wealth management plan, or call UBS Mortgage at 866-LEND-UBS (866-536-3827).

¹ UBS Financial Advisors are employees of UBS Financial Services Inc. UBS Mortgage Specialists are employees of UBS AG, Tampa Branch.

Tax considerations

One important consideration in choosing a home financing strategy includes your tax implications. For instance, you may want to maximize your interest deductions, or prefer to limit items to the Alternative Minimum Tax (AMT). Or perhaps you’re more interested in income you want to offset and direct into charities, trusts and investments. It depends on your individual situation, but it can be an important part of your home financing strategy. Before you consult with a UBS Mortgage Banker, your UBS Financial Advisor may recommend that you meet with your tax advisor to discuss the optimal solutions for you.

While UBS does not provide tax advice, we can suggest home financing strategies that are designed to assist you with your complex tax concerns. For more insight into the most relevant solutions for you, connect with your UBS Financial Advisor or find a UBS Financial Advisor


UBS Financial Services Inc., 1000 Harbor Blvd., Weehawken, NJ 07086. NMLS No. 6737. Georgia Residential Mortgage Licensee No. 18092. Massachusetts Mortgage Broker Lic. No. MB6737. Registered Mortgage Broker – NYS Dept. of Financial Services. UBS Financial Services, Inc. and its Financial Advisors do not take mortgage loan applications, do not offer mortgage loans and do not negotiate terms of mortgage loans.

 

Equal Opportunity Lender. Equal Housing Lender.