Preparing for what’s next.
The challenges that exceptional families and successful business owners face can be diverse, requiring a breadth of knowledge and abilities. We leverage our decades of experience, our global resources, and intellectual capital to help address even the most complex financial needs of our clients. We are able to craft bespoke solutions that help them pursue their life’s goals.
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.
Deeply involved in the community.
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.
200 Clarendon Street, 24th Floor
Boston, MA 02116
UBS Financial Services Inc. regional offices
One Post Office Square
Boston, MA 02109
400 Linden Oaks
Rochester, NY 14625
130 Bellevue Avenue
Newport, RI 02840
1099 Hingham Street
Rockland, MA 02370