Everyone has a different path when it comes to pursuing their financial goals. Customized wealth planning solutions from UBS can help you pursue your goals with confidence no matter where you are in life. 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.
Guidance
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?
Preparation
What’s the real impact of your financial decisions? Understanding 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.
Focus
98% of investors surveyed who have a plan agree that having one helps them focus on their long-term goals rather than market declines.
UBS Wealth Way
Our wealth planning process, along with the UBS Wealth Way framework 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
Speak with your UBS Financial Advisor to start the financial planning process or continue important planning conversations you may already have had. You’ll learn more about how planning can help you feel more confident and in control of your financial future. Your Advisor can also connect you with an entire team of Wealth Planning specialists who can help inform your decisions.
Leverage the guidance of wealth planning professionals
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
At UBS, planning is part of our wealth management. These are the five basic steps of how we can work together.
Discover
Discover
Have a conversation about what’s most important to you and share your financial information
Plan
Plan
Build your financial plan and create strategies tailored to your specific needs
Agree
Agree
Discuss and agree on your financial plan and next steps
Implement
Implement
Identify solutions and coordinate with all of your financial professionals—including your UBS Financial Advisor, your CPA, estate attorney and more
Review
Review
Periodically review your plan with your UBS Financial Advisor to ensure it reflects your most recent goals and circumstances
Find your financial confidence with wealth planning
Find your financial confidence with wealth planning
UBS Wealth Planning can help give you clear financial direction. With proactive planning tools and highly experienced professionals eager to help, we can provide support to help you pursue your goals.
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