Wealth, from your point of view

Your wealth is about more than stocks and investing. It’s about you.

Take an approach to your wealth that works for you and your entire financial life. Whether you’re pursuing retirement, making an investment or forging a legacy, understanding the bigger picture is the first step to helping you pursue your financial goals today, tomorrow and for generations to come.

UBS Wealth Way

Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

It starts with five questions

What do you want to accomplish in your life?

Who are the people that matter most to you?

What do you want your legacy to be?

What are your main concerns?

How do you plan to achieve your life's vision?

Then, we can help organize your financial life into three strategies


Wealth for now

Are you ready for anything?

In a world of uncertainties, how can you move forward with confidence? A Liquidity strategy can help. It’s designed to provide cash flow for short-term expenses, so you can be ready for what comes your way.


Wealth for later

How do you approach your financial future with confidence?

Having a Longevity strategy can help you overcome changing market conditions by helping you make long term plans for things like selling a business or planning for retirement. It seeks to grow your wealth over time.


Wealth for others

What will your legacy be?

It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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 time frames. 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 

What clients say



believe organizing assets in this way can help ease anxiety about their financial future.*


of investors surveyed say the framework helps balance needs for now with needs for later. *

Get in touch

Together, we can help you pursue what’s important