Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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    James Tarantino

    Senior Vice President–Wealth Management

    Market Director

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        UBS and Credit Suisse—stronger than ever

        Legacy—Wealth for others

        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.

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        $3.9 trillion

        In invested assets globally 
        As of 12/31/2022

        51 countries

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        UBS is a world-leading wealth manager

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