UBS Retirement Plan Consulting Services
317 West Barbee Chapel Road
Chapel Hill, NC 27517
With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of high net worth and ultra high net worth individuals.
Their global strategy is centered on strengthening UBS’s leading Wealth Management Americas franchise while integrating and finding synergies among the Investment Bank and Asset Management divisions to deliver outstanding solutions for our clients.
The UBS Wealth Management Americas approach is based on the trusted relationship of their Financial Advisors and their clients. Their experienced Advisors are committed to understanding clients’ needs and delivering insightful, informed advice to help them realize their dreams.