Be more certain in uncertain times

Will the world always be this unpredictable?

These days, there are more questions than ever. Before we can get to the answers, we have a question for you: what do you want to accomplish? Understanding the bigger picture is the first step to helping you pursue your goals today, tomorrow and for generations to come.

An approach that builds confidence

UBS Wealth Way starts with questions and a conversation 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. Longevity. Legacy. This approach can help you clearly understand where your money is—and why. The clarity can help you stay focused on your long-term goals, no matter what the markets are doing. And 80% of investors say this approach helps them make financial decisions during uncertain times.1

“I worry about not having enough if there is another pandemic.”2

“The 3 strategies help me make financial decisions during uncertain times"1

Build confidence in difficult markets

Market volatility happens. But you don’t have to let it get in the way of pursuing what matters most to you.

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How UBS Wealth Way helps you pursue your goals

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Breaking down UBS Wealth Way

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Together, we can help you reach your goals.

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.

1 UBS survey of 6,200 high net worth investors globally (with at least $1 million in investable assets) between July 2019 and August 2019.
2UBS Investor Watch, July 2020.