| Your needs |
Our solutions |
| Plan for your future; focus on today |
Financial Planning
Financial planning is designed to address long-term goals as you strive to accumulate, preserve and transfer your wealth. We offer in-depth, personalized financial plans at no charge (a value of up to $10,0000).
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| Convenient cash management |
Resource Management Account
With our premier brokerage account—Resource Management Account® (RMA®)—PwC participants have access to everyday cash management services, such as a deferred debit card, checking, direct deposit, electronic bill payment, and online services, as well as financing options and a comprehensive range of investment choices.
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| Wide range of investment choices |
Investment Advice
We provide investment solutions tailored to help you meet your long-term objectives.
UBS PACE Multi Advisor is a personalized advisory program providing clients with a disciplined asset allocation strategy, professional mutual fund management and asset based pricing.
UBS Strategic Wealth Portfolio is a unified portfolio provided by UBS that provides clients with access to a variety of investment types in one account that include:
Separately managed accounts
Mutual funds
Exchange traded funds
Alternative strategies
UBS Strategic Wealth Portfolio is a fee-based, nondiscretionary, advisory account. For more information on UBS Strategic Advisor services, please click on the following link: UBS Strategic Wealth Portfolio
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| Tools to assist you in equity investment management |
Wealth Management Research
UBS delivers in-depth equity expertise and superb execution to clients all over the world. We are a leading provider of research at the global, regional, market, industry, and company levels. Our research and consulting capabilities are designed to deliver relevant equity and credit perspectives specific to each individual's investment needs.
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