UBS Wealth Way

Working together to help you pursue what matters most

The world becomes more and more unpredictable. With markets moving faster than ever before, it can be hard to know where to focus your attention. UBS Wealth Way is an approach that can help you manage risks and take advantage of opportunities. It incorporates three key strategies: Liquidity. Longevity. Legacy. Looking at your wealth in this way can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be. Of course, there are no guarantees that you’ll achieve wealth, or any financial results. All investments have risk, including the potential of losing the whole investment. Talk to your UBS Financial Advisor about your feelings around risk.

Understanding your life, your wealth and what you want to accomplish is how we work together.

We start with questions and a conversation

Dilaog boxes with questions, detailed description below

What do you want to accomplish in your life?
What are your main concerns?
What do you want your legacy to be?
Who are the people that matter most to you?
How do you plan to achieve your life's vision?

Then, we can help you organize your financial life into three key strategies:

Liquidity – The next three years

To help maintain your lifestyle

  • Entertainment and travel
  • Taxes
  • Purchasing a home
Longevity – Four years – lifetime

To help improve your lifestyle

  • Retirement
  • Healthcare and long-term care expenses
  • Purchasing a second home
Legacy – Now – beyond your lifetime

To help improve the lives of others

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

This approach to wealth management can help you clearly understand where your money is—and why. The clarity it provides can help you focus on your long-term goals no matter what the markets are doing.

Liquidity is for now

Build a strategy to help you balance short-term needs with long-term goals.

How can you be more certain in an uncertain market?

You don't have to let market volatility get in the way of your long-term goals.

Through the plan we create together, we can help you pursue what matters most—for today, tomorrow and for generations to come.

Full report: Liquidity. Longevity. Legacy.

Let's talk about how UBS Wealth Way can help you plan for the life you want.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that individuals may use to explore and manage their needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. – September 2019

Liquidity

How much is enough? Are you holding too much or too little cash?

Longevity

Do you have enough to retire the way you want to?

Legacy

Do you have enough to give your love ones?

Get in touch

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