You can’t predict the future, but you can plan for it.
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 services do for you?
Whether you're planning for a major life event or looking to create a long-term plan for wealth growth, wealth planning can help you ensure you're making informed decisions every step of the way. Your Financial Advisor can provide this type of financial planning, wealth management guidance and more.
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? Your Financial Advisor can provide wealth planning solutions and guidance, helping you to secure your financial future and achieve your goals.
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? Your Financial Advisor can provide wealth planning solutions and guidance, helping you to secure your financial future and achieve your goals.
Read our wealth planning insights
What’s the real impact of your financial decisions? What steps can you take to secure your long-term legacy? Understanding your impact 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.
What’s the real impact of your financial decisions? What steps can you take to secure your long-term legacy? Understanding your impact 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.
Read our wealth planning insights
Wealth planning solutions can give you focus by providing a clear roadmap for your financial future. They also help you set specific, measurable goals, and plan to guide you.
Wealth planning solutions can give you focus by providing a clear roadmap for your financial future. They also help you set specific, measurable goals, and plan to guide you.
Read our wealth planning insights
of HNW investors surveyed say having a financial plan helps them focus on their long-term goals rather than market declines.
of HNW investors surveyed say having a financial plan helps them focus on their long-term goals rather than market declines.
Source: 2024 Investor Watch – Economy in the balance.
Our approach to financial wealth planning: UBS Wealth Way
Our wealth planning process, along with our UBS Wealth Way approach 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
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.
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
What can a UBS wealth management professional do for you?
At UBS, financial planning is part of our wealth management. These are the five basic steps of how we can work together through financial planning and wealth planning.
Discover
Have a conversation about what’s most important to you and share your financial information
Plan
Build your financial plan and create strategies tailored to your specific needs
Agree
Discuss and agree on your financial plan and next steps
Implement
Identify solutions and coordinate with all of your financial professionals—including your UBS Financial Advisor, your CPA, estate attorney and more
Review
Periodically review your plan with your UBS Financial Advisor to ensure it reflects your most recent goals and circumstances
Frequently asked questions
Resources to help you plan
Explore our educational resources and tools to help you plan with confidence.
More financial solutions
We can provide guidance for any stage of your financial journey
Get in touch
Together, we can help you pursue what’s important
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Become a UBS client
Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
Important Information about our financial planning services.
In providing financial planning services, we may act as a broker-dealer or investment adviser, depending on whether we charge a fee for the service. Financial plans provided free of charge are a service incidental to our brokerage relationship and the service terminates upon delivery of the plan. We provide financial planning services as an investment adviser for a separate fee pursuant to a written agreement, which details the terms, conditions, fee and scope of the engagement. Note that financial planning does not alter or modify in any way the nature of a client’s UBS accounts, their rights and our obligations relating to these accounts or the terms and conditions of any UBS account agreement in effect during or after the financial planning service. Clients are not required to establish accounts, purchase products or otherwise transact business with us to implement any of the suggestions made in the financial plan. Should a client decide to implement their financial plan with us, we will act as either a broker-dealer or an investment adviser, depending on the service selected. For information about our fee-based financial planning services, see the firm’s Financial Planning ADV Disclosure Brochure available at ubs.com/advisorydisclosures.
2026-2149200
Expiration: 12/23/2026 Approval date: 12/23/2025 Review Code: 5013068