How do I pursue what really matters?

It starts with uncovering what's most important to you.

3 min read

Key takeaways

  • Shift the conversation from "How did I do in the markets?" to "How do I pursue what really matters?"
  • UBS Wealth Way starts with questions and a conversation about what's most important to you
  • Liquidity. Longevity. Legacy. are three key strategies that work together to help you pursue what matters most

Wealth is about more than money or trying to beat the markets. That's why any conversation about your wealth should start with what's most important: you—and your goals. UBS Wealth Way is an approach where your UBS Financial Advisor can start with questions that focus on what matters most.

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

Your answers shape three key strategies to help organize your financial life, and help put it into sync with your actual life.

  • A Liquidity strategy to help provide cash flow for short-term expenses—to help maintain your lifestyle
  • A Longevity strategy for longer-term needs—to help improve your lifestyle
  • A Legacy strategy for needs that go beyond your own—to help you improve the lives of others.

The three strategies can work throughout your life to help you pursue what matters most for today, tomorrow and for generations to come. This short video breaks down the approach in simple terms. If you have any questions or want to talk further, reach out to your UBS Financial Advisor.

Connect with your UBS Financial Advisor

Start the conversation. Pursue what matters most to you.

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Disclosure

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. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.

Important information about brokerage and advisory services.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

© UBS 2023. The key symbol, UBS, UBS Wealth Way and Liquidity. Longevity. Legacy. are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services is a subsidiary of UBS Group AG. Member FINRA. Member SIPC. 

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Exp: 9/30/2024
IS2305670