$5+ trillion
In invested assets globally
As of 11/07/2023
The Healy Group is a multigenerational team of financial professionals who specialize in relationship management and financial planning for high net worth and ultra-high net worth individuals and families. We believe managing a client's assets goes beyond just the value of their portfolio. It's about establishing trust, instilling confidence, and building personal relationships that last a lifetime. We can provide the confidence that comes from a team who truly cares about you and each generation of your family.
As your Financial Advisors, your financial goals are the focus of everything we do. Our comprehensive financial planning process begins with a series of meaningful conversations to help you and your family define what success looks like, at all stages of life. Whether you're planning for a growing family, transitioning wealth to future generations or charities, preparing for retirement, selling a business, or managing the financial impact of a divorce or the loss of a loved one, we are well-positioned with tailored advice that will give you greater confidence to pursue your goals.
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
