ABOUT US
Welcome to UB Wealth Management—where your financial goals meet personalized, expert solutions. Our dedicated team of fiduciary professionals is committed to your financial success, crafting strategies tailored to your unique needs. At UB Wealth Management, we build lasting partnerships that transcend transactions to help you on your journey to financial prosperity.
UB Wealth Management offers an investment services program through AlphaStar Capital Management, a channel of Financial Independence Group, Inc. This program includes a full suite of investment and insurance options, all delivered with the high-quality, one-on-one service our clients have come to expect from United Benefits.
We believe in listening carefully and planning proactively to help you secure the future of the people and things you cherish the most. The legacy you wish to build starts with the choices you make today.
To explore how we can assist you in safeguarding your assets and achieving your financial goals, please contact us at info@ubwealth.com, or give us a call at +1-844-348-1755. Our team is ready to help you start planning today for a more secure tomorrow.
MISSION
Our mission is to achieve financial independence for every client we serve. We dedicate the necessary time to understand each client’s unique circumstances and goals—both short-term and long-term. By providing personalized advice and comprehensive planning, we empower clients with tailored strategies that simplify the complexities of wealth management.
VISION
Our vision is to be the advisor of choice for you, your family, and your friends. By fostering enduring partnerships and focusing on each client’s unique needs, we aspire to transform lives, helping our clients build lasting legacies and secure their futures.
VALUES
We are guided by core values that define our interactions and decisions. Integrity ensures honesty and ethics prevail in all we do. Keeping a Client-Centric Focus drives us to tailor our services to each individual’s unique needs. Equality underscores our commitment to fairness and inclusiveness for all clients and staff. Our dedication to Continued Learning keeps us knowledgeable and innovative, and Transparency ensures clear and open communication.