You can’t predict the future, but you can plan for it.

In uncertain markets, planning for your wealth has never been more important. And everyone has a different path when it comes to pursuing their financial goals. Customized wealth planning solutions from UBS can help you plan for your future with confidence no matter where you are in life or no matter what markets are doing.

Our comprehensive wealth planning services cover 360° of your financial life. Working with you, your UBS Financial Advisor brings the expertise to craft your plan, helping you and your family make informed decisions and pursue what’s most important.

Wherever you are on your financial journey, we can help connect you with expertise and capabilities across the world.

What can wealth planning services do for you?

Whether you're planning for a major life event or looking to create a long-term plan for wealth growth, wealth planning can helpyou ensure you're making informed decisions every step of the way. Your Financial Advisor can provide this type of financialplanning, wealth management guidance and more.

Multigenerational family celebration

Maybe you can clearly envision how you want your life to be. But what if the pathto what you want isn’t as clear-cut? Your Financial Advisor can provide wealthplanning solutions and guidance, helping you to secure your financial future andachieve your goals.

Maybe you can clearly envision how you want your life to be. But what if the path to what you want isn’t as clear-cut? Your Financial Advisor can provide wealth planning solutions and guidance, helping you to secure your financial future and achieve your goals.

Read our wealth planning insights

Multigenerational family celebration

What’s the real impact of your financial decisions? What steps can you take tosecure your long-term legacy? Understanding your impact is the first step towardcreating a financial plan with clear milestones at every step along the way, so youcan pursue your goals with clarity and purpose.

What’s the real impact of your financial decisions? What steps can you take tosecure your long-term legacy? Understanding your impact is the first step towardcreating a financial plan with clear milestones at every step along the way, so youcan pursue your goals with clarity and purpose.

Read our wealth planning insights

Multigenerational family celebration

Wealth planning solutions can give you focus by providing a clear roadmapfor your financial future. They also help you set specific, measurable goals,and plan to guide you.

Wealth planning solutions can give you focus by providing a clear roadmapfor your financial future. They also help you set specific, measurable goals,and plan to guide you.

Read our wealth planning insights

of HNW investors surveyed say having a financial plan helps them focus on their long-term goals rather than market declines.

Source: 2024 Investor Watch – Economy in the balance.

 
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Our approach to financial wealth planning: UBS Wealth Way

Our wealth planning process, along with our UBS Wealth Way approach can organize yourfinancial life into three strategies to help give your wealth more clarity and purpose:

Liquidity—to help provide cash flow for your short-term needs

Longevity—for goals throughout your lifetime

Legacy—to assist the people and causes you care about beyond your lifetime

See how

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring andpursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.

Leverage the guidance of wealth planning professionals

Your UBS Financial Advisor has access to sophisticated Wealth Planners with advanced degreesand designations who can helpyou:

  • Tackle complex financial and wealth challenges
  • Explore comprehensive strategies aligned to your individual situation
  • Have the confidence to pursue the financial future you envision
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What can a UBS wealth management professional do for you?

At UBS, financial planning is part of our wealth management. These are the five basic stepsof how we can work together through financial planning and wealth planning.

  • Discover

    Have a conversation aboutwhat’s most important to youand share your financialinformation

  • Plan

    Build your financial plan andcreate strategies tailored toyour specific needs

  • Agree

    Discuss and agree on yourfinancial plan and next steps

  • Implement

    Identify solutions and coordinate with all of your financial professionals—including your UBS Financial Advisor, your CPA, estate attorney and more

  • Review

    Periodically review your planwith your UBS Financial Advisorto ensure it reflects your mostrecent goals and circumstances

Frequently asked questions

Resources to help you plan

Explore our educational resources and tools to help you plan with confidence.

More financial solutions

We can provide guidance for any stage of your financial journey

Get in touch

Together, we can help you pursue what’s important

Are you a client?

Become a UBS client

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Important Information about our financial planning services.
In providing financial planning services, we may act as a broker-dealer or investment adviser, depending on whether we charge a fee for the service. Financial plans provided free of charge are a service incidental to our brokerage relationship and the service terminates upon delivery of the plan. We provide financial planning services as an investment adviser for a separate fee pursuant to a written agreement, which details the terms, conditions, fee and scope of the engagement. Note that financial planning does not alter or modify in any way the nature of a client’s UBS accounts, their rights and our obligations relating to these accounts or the terms and conditions of any UBS account agreement in effect during or after the financial planning service. Clients are not required to establish accounts, purchase products or otherwise transact business with us to implement any of the suggestions made in the financial plan. Should a client decide to implement their financial plan with us, we will act as either a broker-dealer or an investment adviser, depending on the service selected. For information about our fee-based financial planning services, see the firm’s Financial Planning ADV Disclosure Brochure available at ubs.com/advisorydisclosures.

2026-2149200

Expiration:12/23/2026 Approval date:12/23/2025 Review Code: 5013068