The right moves for your financial future

Person on top of a mountain

At UBS, we offer a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, we harness the vast resources and capabilities of one of the world´s largest wealth management firms on your behalf.

Current and potential future assets can be analyzed, liabilities weighed and estate planning strategies implemented. Then, we offer periodic reviews to determine if your investment strategy remains aligned with your goals, and proactively propose and implement appropriate solutions.

Stamford, CT Branch Office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Julie Fox

    Managing Director

    Market Head

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            Heather Levine


            Market Supervisory Officer

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                  1285 Avenue Of The Americas
                  New York, NY 10019

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                US banking sector update: Where we are now

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                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

                Backed by the strength of UBS

                A global leader in wealth management

                $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