A partner to help your achievements endure
With a presence throughout the Northeast, we partner with individuals and families as they pursue a vision inspired by imagination, courage and determination. We bring insight and experience to our relationship with you to help you pursue what could be possible today and for generations to come.
A commitment beyond wealth.
- 150-year heritage in helping you transform your success into a lasting legacy
- Resources for your unique and sophisticated needs—including your business, family, philanthropy and personal passions
- Resources for educating your children about the responsibilities of wealth
- Insights and experience to enrich every aspect of your life.
You’re in great company—UBS is the world’s largest wealth manager.
Advice for life’s dimensions.
Personal attention to every detail.
Working together to help you pursue what matters most.
Signiﬁcant wealth brings complexity. UBS Wealth Way helps you think about your life and wealth along three key strategies: Liquidity. Longevity. Legacy. Each is designed to work in tandem throughout your life and beyond. Together, we’ll look at every aspect of your wealth—including nurturing your family’s ﬁnancial, social, and human capital. All so that we can help pass on your values and your legacy today, tomorrow and for generations to come.
Liquidity. Longevity. Legacy.
Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Your leadership team.
Your leadership team brings a deep understanding of the many dimensions of personal wealth management. With a breadth of experience, the team works closely with your Financial Advisor to focus the global resources, intelligence and comprehensive solutions of the firm on your specific needs.
Let’s start a conversation.
Your goals and aspirations, your family and business, the legacy you want to leave behind—these are the things that drive you. They are also the very things that inspire us to craft an exclusive plan for you. To explore how we may serve you and your family’s needs, please contact us. And experience the UBS difference.
UBS Financial Services Inc.
1735 Market Street, 35th Floor
Philadelphia, PA 19103
Northeast regional offices
500 East Pratt Street
Baltimore, MD 21202
6100 Fairview Road
Charlotte, NC 28210
130 Bellevue Avenue
Newport, RI 02840
400 Linden Oaks
Rochester, NY 14625
200 Clarendon Street
Boston, MA 02116
307 International Circle
Hunt Valley, MD 21031
1735 Market Street
Philadelphia, PA 19103
750 Washington Boulevard 11th Floor
Stamford, CT 06901
1501 K Street, NW
Washington, DC 20005