UBS Wealth Management in the US

The greatest transfer of wealth in human history is underway.

It’s changing hands and changing meaning, shaped by a new generation with new purpose, values and vision of the future.

At UBS, we’ll help you define what it means for you. 

Who we serve

Helping individuals, families, and organizations unlock a wealth of possibilities
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We can turn your possibilities into a plan—for you, your family and the world.

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    Everyone is different. We offer focused advice specifically geared to where you want to go–and help you get there.

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    For prominent individuals and families, we connect you to experts, insights, thought leaders and peers within our firm and around the world.

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    Your company’s success depends on attracting and retaining key talent. We work closely with you to create a truly rewarding workplace across a range of solutions

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    Latest insights

    Our current thinking to keep you ahead of the curve
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    Research: Chief Investment Office

    Election Watch 2026: Unified government at a crossroads

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    Our kickoff issue examines how the 2026 midterms, amid a polarized landscape and geopolitical uncertainty, could impact markets, policy and the broader economic outlook.

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    Research: Chief Investment Office Let freedom ring

    From pocket device to global platform, the smartphone reshaped how we work, connect and communicate. As AI moves to the operating system layer, explore what’s next in our latest 250 Years of US Innovation report.

    Explore the smartphone’s next chapter
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    Modern retirement monthly Balancing living and giving

    Discover strategies to make your savings last

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    Get in touch

    Let’s have a conversation about your goals.

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    Three strengths. One UBS.

    We’re exclusively dedicated to delivering exceptional wealth management as we have done for more than 160 years. You may be just starting out. Or growing your wealth with big dreams for the future. Wherever you are on your financial journey, we can help connect you with expertise and capabilities across the world.

    Markets and economy

    Our latest analysis of the markets, economy, and trends
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    Together, we can help you pursue what’s important

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    *UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. 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.

    Expiration : 03/31/2027 Review Code: 5347492 2026-2330850