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.

UBS Wealth Way is a framework to help you have confidence in your future—because you know the money that you’ve set aside for every stage of your life.


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.*

Let’s talk

We can help you plan for the life you want

It starts with five questions

What do you want to accomplish?

Who matters most to you?

How do you plan to achieve your life’s vision?

What do you want your legacy to be?

What concerns you?

Then, we can help you organize your financial life into 3 strategies 

Wealth for now Liquidity

To help provide cash flow for short-term expenses—to help maintain your lifestyle

Wealth for later Longevity

For longer-term needs—to help improve your lifestyle

Wealth for others Legacy

For needs that go beyond your own—to help you improve the lives of others

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.

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Together we can help you reach your goals