The value of trust.
Meeting the needs of exceptional families and business owners takes experience, dedication and above all, trust. All across our footprint, from Philadelphia to D.C. to Baltimore to Pittsburgh, we make trust the foundation for the strong one-on-one relationships we have with our clients. So we can apply our global resources and intellectual capital to create tailored, comprehensive solutions to help them achieve life’s most important goals. We focus on earning and keeping the trust of our clients every day.
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 one of the world’s largest wealth managers.
Boutique experience for the attention you deserve.
Deep community involvement.
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 has deep experience in the sophisticated needs of the wealthy. The team works closely with your Financial Advisor in bringing you the global resources, intellectual capital and comprehensive solutions the firm has to offer.
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
UBS Financial Services Inc. regional offices
1501 K Street, NW, 11th Floor
Washington, DC 2005
500 East Pratt Street, 11th Floor
Baltimore, MD 21202
4000 Town Center Blvd.
Canonsburg, PA 15317