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.

74%

believe organizing assets in this way can help ease anxiety about their financial future.*

80%

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

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Wealth for later Longevity

For longer-term needs—to help improve your lifestyle

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Wealth for others Legacy

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

Learn more

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.

 

Let's talk

Together we can help you reach your goals

* UBS surveyed more than 6,200 high net worth investors globally (with at least $1 million in investable assets) between July 2019 and August 2019. Survey results are based on investor responses (either "agree or disagree")  to specific questions about the UBS Wealth Way approach as described herein.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Review Code: IS2101991; Exp. date 4/30/2022