$2.8 trillion
In invested assets globally
As of 06/30/2022
The advice of an experienced wealth management team can help you pursue your most cherished goals while avoiding potential pitfalls. As a leading office of one of the world’s largest wealth management firms, UBS, we are well-versed in the complex needs of high net worth families and business owners, and have the global resources to deliver exceptional results.
Our office is the premier wealth management firm in Chattanooga. Our clients have entrusted us to help oversee over $5 billion of their hard-earned assets – a reflection of the high standard of care we strive to consistently deliver. We are known for comprehensive planning and advice, all forms of investment management, responsive service and a culture that puts clients’ best interests first.
Our team of over 50 employees is deeply rooted in the Chattanooga community. As the city has grown and changed, we have been consistent supporters of a number of local educational, civic and religious organizations. We can connect you with the global capabilities and solutions of UBS without losing sight of what it means to live and work right here.
Talk to us about your wealth planning, investment management, lending, business succession and multigenerational wealth transfer needs. We look forward to starting the conversation.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
