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

UBS Wealth Way is an approach that 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.

We start with questions and a conversation

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:

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

  • Entertainment and travel
  • Taxes
  • Purchasing a home

For longer-term needs—to help improve your lifestyle

  • Retirement
  • Healthcare and long-term care expenses
  • Purchasing a second home

For needs that go beyond your own—to help you 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.

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