Your financial life in sync with your actual life

We can help you pursue what matters most through Liquidity. Longevity. Legacy.

18 Jan 2019

What do you want to accomplish in your life? Who are the people that matter most to you? How do you plan to achieve your life’s vision? These are just a few of the questions that mark a strong starting point to a wealth management approach built around you. It’s called UBS Wealth Way. And it begins with questions and a conversation based on what’s most important to you. Your UBS Financial Advisor can then help you organize your financial life along three key strategies:

Liquidity: To help provide cash flow for short-term expenses—to help maintain your lifestyle

Longevity: For longer-term needs—to help improve your lifestyle

Legacy: For needs that go beyond your own—to help you improve the lives of others

Watch this video, and see how clients are exploring what matters most—for today, tomorrow and for generations to come.

Questions you can ask your UBS Financial Advisor:

  • Can I organize my money so I worry less about volatile markets?
  • How can I be confident I’ll have what I need—when I need it?
  • What can I do to help make the impact I want for others?


Are you pursuing what matters most to you? Connect with your UBS Financial Advisor or find one.

Learn more about UBS Wealth Way