Wealth, to build your future

Gain confidence in having the retirement and life you want

How do you know you’ll have enough to live how you want—over the course of your entire life? A Longevity strategy can help. It’s for longer-term needs and includes all of the investments and resources you and your family will need throughout your lifetime. It's designed to seek growth and includes money for your retirement needs and other things, such as your healthcare and long-term care expenses as well as buying a second home.

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We can help you plan for the life you want

Longevity at a glance

What it's designed to do

Help you plan and pay for expenses throughout your lifetime

Could include needs like retirement, healthcare, long-term care and possibly buying a second home

Seek to grow wealth over time, typically through investments aligned to your risk profile and goals

Why it matters

Allows you to shift your focus from trying to beat the markets to meeting your long-term financial goals

Helps boost confidence in your financial future by understanding your needs throughout your entire life

Helps you align your investing strategy to your goals and time frames 

What it might include

Stocks: Be poised for growth

Bonds: Add tax efficiency to your portfolio

Life and disability insurance: Protect those you care about

IRAs and 401(k)s: Build flexibility into your retirement

Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Explore strategies to cover other stages of your life

Wealth for now Liquidity

To help provide cash flow for short-term expenses—to help maintain 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

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Solutions working in your life

Retirement planning

Worry less about your retirement by creating a plan

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Sustainable investing

Find out why sustainability matters

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Advisory

Access professional advice and diverse solutions for your individual goals

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Let’s talk

We can help you plan for the life you want

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. UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. Clients should contact their personal tax and/or legal advisors regarding their particular situations.

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: IS2101993; Exp. date 4/30/2022