UBS Financial Services Inc.
Corporate Office
Why pick this one
UBS Financial Services Inc. provides wealth management, retirement, equity-plan, family-office, and philanthropy services for investors with $1M+ in investable assets.
Best for
- Investors with $1M or more in investable assets
- Multigenerational wealth planning
- Business owners needing succession planning
- Families seeking family-office or philanthropic guidance
- Companies needing retirement or equity plan services
Specialties
- wealth management
- investment planning
- retirement planning
- tax-efficient wealth transfer
- business succession planning
- family office solutions
- philanthropic giving
- equity plan services
What makes them different
- 160+ years managing wealth
- $6+ trillion in invested assets
- Presence in 51 countries
- Specialized segments for athletes and entertainers, business owners, women, multigenerational wealth, and ultra-high-net-worth investors
- Financial Advisors positioned to serve investors with $1M or more in investable assets
- Years in business
- 160
Distilled from this business's own website.
Contact & Location
- Address
- 140 S Church St, Hendersonville, NC 28792
- Phone
- 8282589860
- Website
- https://www.ubs.com/us/en/wealth.html
Services
- financial planning
- investing
- banking
- retirement plan services
- financial wellness
- wealth transfer
- family advisory
- philanthropy
- asset management
- investment banking