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UBS Financial Advisors understand your world

Advice is our craft

Why work with a UBS Financial Advisor

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We build trust by listening more

In our conversations, we ask questions and listen carefully so we can provide the advice you need to realize your wealth's full potential.

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We simplify your entire financial life

By bringing together all the resources you need under one roof, we make it easier to work together, access solutions and get clear answers to make informed decisions.

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We commit to the relationship

No matter what's happening in the markets, at home or throughout the world, we're with you and your family. For us, a human connection is essential to a lasting relationship.

A global leader to match your ambitions

We’re committed to understanding what wealth means for you. Because it means something different to all of us.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality.

The result? Financial advice that is finely crafted for what matters most to you.

Advice is our craft

$1 million or more in investable assets makes the most sense to work with a UBS Financial Advisor.

When you need a UBS Financial Advisor

There are times in life where finances get complex. UBS Financial Advisors, backed by the strength of a leading global wealth manager, have the experience to guide you across every stage of your financial journey, including being the caretaker of your legacy.

New responsibilities, new financial questions

Whether you’re starting a family, expanding your career or caring for aging parents, you are likely getting more serious about money. You’re better at growing wealth and more eager to preserve it. You may be asking:

  • How should I save for my children’s education?
  • How and when should I buy property?
  • How can I care for my aging parents?
  • And what about saving for retirement?

Looking at long-term growth

The good news is, you’re succeeding. But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. You may be asking:

  • Who can help me with wealth planning?
  • When it comes to risk, am I investing with my heart or my head?
  • How do I put cash to work?
  • And what about insurance?

Complexity of wealth requires professional advice

Whether a windfall, an inheritance or a carefully planned liquidity event, a large infusion of wealth brings many opportunities and challenges. You need experienced advice from a team of professionals to shape your plan. You may be asking:

  • Am I ready to sell my business and if so, how and when?
  • How do I manage my inheritance?
  • How do I diversify my investments with alternatives?
  • With all this complexity, how do create an estate plan?

Retirement on your terms

Whether retirement is on the horizon or around the corner, you need a prudent plan. That means strategic investments, comprehensive health care and the confidence you’ll be covered throughout your retirement years. You may be asking:

  • Am I ready to retire, emotionally and financially?
  • Do I have enough saved?
  • Could I outlive my savings?
  • What about long-term care?

Your plan for the next generation

You have much to share with future generations. Consciously preparing family members to preserve your legacy starts with guidance and education. And empowering them to transition wealth requires personalized strategies. You may be asking:

  • How do I talk to my family about inheritance?
  • Who will take over the business?
  • Is my estate in order?
  • How can I leave a legacy and a philanthropic impact?

How we work with you

UBS Financial Advisors’ priority is clear: you. By listening carefully to your goals, they help you pursue the financial future you envision.
Jason Chandler, Head of Global Wealth Management Americas


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Pursue your financial goals today, tomorrow and generations to come

  • Tailored advice and investment strategies specific to your financial goals
  • Custom asset allocation, portfolio management and financial consulting
  • Wealth planning to help you and your family pursue your goals with confidence no matter where you are in life


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Create an overall wealth strategy that supports you at every stage of life

  • World-class planning, banking, financing and philanthropic solutions tailored to your needs and goals
  • Private Wealth Management services, including advice, resources and bespoke solutions for those with significant wealth
  • Access to the full global resources and capabilities of one of the world’s largest wealth managers


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Understand the markets, economy, trends and investor mindset

  • Portfolio strategy, asset allocation and sector guidance for short- and long-term investments from our Chief Investment Office (CIO)
  • Insights into what’s on the minds of investors with original research and perspectives from UBS Investor Watch, UBS House View and more

Get in touch

Together, we can help you pursue what’s important