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.

Virtual event

Is your brain aging you?

Dr. Marc Milstein sheds light on what you need to know now about your brain health.  Get details

Am I ready for a constantly changing world?

Does my strategy embrace it?

And my portfolio reflect it?

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 3 strategies

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.

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. *

Solutions working in your life

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Together, we can help you pursue what’s important