You can’t predict the future, but you can plan for it.

In uncertain markets, planning for your wealth has never been more important. And everyone has a different path when it comes to pursuing their financial goals. Customized wealth planning solutions from UBS can help you plan for your future with confidence no matter where you are in life or no matter what markets are doing.

Our comprehensive wealth planning services cover 360° of your financial life. Working with you, your UBS Financial Advisor brings the expertise to craft your plan, helping you and your family make informed decisions and pursue what’s most important.

Wherever you are on your financial journey, we can help connect you with expertise and capabilities across the world

What can wealth planning do for you?

Guidance

Maybe you can clearly envision how you want your life to be. But what if the path to what you want isn’t as clear-cut?

Preparation

What’s the real impact of your financial decisions? Understanding is the first step toward creating a financial plan with clear milestones at every step along the way, so you can pursue your goals with clarity and purpose.

Focus

98% of investors surveyed who have a plan agree that having one helps them focus on their long-term goals rather than market declines.

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UBS Wealth Way

Our wealth planning process, along with the UBS Wealth Way framework can organize your financial life into three strategies to help give your wealth more clarity and purpose:

  • Liquidity—to help provide cash flow for your short-term needs
  • Longevity—for goals throughout your lifetime
  • Legacy—to assist the people and causes you care about beyond your lifetime
See how

*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.

Start planning with UBS

Speak with your UBS Financial Advisor to start the financial planning process or continue important planning conversations you may already have had. You’ll learn more about how planning can help you feel more confident and in control of your financial future. Your Advisor can also connect you with an entire team of Wealth Planning specialists who can help inform your decisions.

Leverage the guidance of wealth planning professionals

Your UBS Financial Advisor has access to sophisticated Wealth Planners with advanced degrees and designations who can help you:

  • Tackle complex financial and wealth challenges
  • Explore comprehensive strategies aligned to your individual situation
  • Have the confidence to pursue the financial future you envision

How we work with you

At UBS, planning is part of our wealth management. These are the five basic steps of how we can work together.

Discover

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Have a conversation about what’s most important to you and share your financial information

Plan

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Build your financial plan and create strategies tailored to your specific needs

Agree

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Discuss and agree on your financial plan and next steps

Implement

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Identify solutions and coordinate with all of your financial professionals—including your UBS Financial Advisor, your CPA, estate attorney and more

Review

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Periodically review your plan with your UBS Financial Advisor to ensure it reflects your most recent goals and circumstances

Resources to help you

Explore our educational resources and tools to help you plan with confidence.

Deeper insights

We can provide guidance for any stage of your financial journey.

* Source: August 2022 UBS Investor Sentiment, which surveyed ~1,400 high-net-worth investors and business owners in the US.

The above information is provided for informational and educational purposes only. UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. Clients should contact their personal tax and/or legal advisors regarding their particular situations.

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Together, we can help you pursue what’s important

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2024-1518754

Expiration: 4/30/2025 Approval date: 4/25/2024 Review Code: IS2402204