Personal wealth management Private Wealth Management

Access to all that UBS offers
In addition to our many relationships with endowments and foundations, Green McCullough Wealth Management Group has broad experience in managing the significant wealth challenges of multigenerational families, entrepreneurs and executives. Whether it's helping you develop a tax-efficient estate planning strategy or pursue a new business venture, our team will access the platforms and thought leadership of UBS to provide you with advice and opportunities from across the firm and around the globe.

Advanced planning looks beyond assets
Our conversations address the concerns you have today—and the ones you may not see coming. We strive to clarify your questions and understand what matters to you, your family and the vision you have for your future and your legacy.

The complexity of your wealth also requires an understanding of how best to incorporate tax-efficient solutions into your overall financial plan. Together with our Advanced Planning specialists, we'll assess how the current tax landscape might impact your wealth. All of these insights help inform the dynamic and personalized plan we create to help you pursue your most important goals.

  • We ask insightful questions to get to know you, including who and what is important to you, and what you want your legacy to be.
  • Obtaining all information about your investments helps us understand your finances and the composition of your current portfolio (liabilities, estate planning, legacy planning)
  • After thorough analysis, we provide you with a recommended strategy
  • Our recommendations address the full scope of your wealth management needs--investments, estate planning, philanthropic planning, business succession planning, family advisory
  • Where appropriate, we bring in our Estate Planning Specialists to help ensure that your current plan is consistent with your legacy goals
  • As Private Wealth Advisors, we have direct access to our firm's most prominent thought leaders, including nearly 900 research analysts and strategists worldwide
  • Our "open architecture" platform supports our recommendations for a full range of strategies, including individual securities, ETFs, mutual funds, separate accounts as well as alternative strategies.
  • We draw from our considerable experience as well as the expertise of UBS specialists to identify the best and most appropriate investment solutions
  • Communication is ongoing so that you know where you stand today, and what you may need for the future.
  • We monitor your portfolio's performance, and make adjustments when market conditions, objectives and priorities change
  • We track all of your assets, not just those at UBS