Build confidence in your future

See how UBS Wealth Way 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.

Connect with your UBS Financial Advisor to talk about how UBS Wealth Way can help you plan for the life you want.