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Best Wealth Management: UBS Wealth Management

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Coral Gables

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UBS Wealth Management’s Coral Gables practice provides private wealth management and financial advisory services for individuals and families with complex financial needs. The practice works with clients to understand their priorities, develop long-term strategies and coordinate investment and wealth planning. The Coral Gables branch relocated to 4225 Ponce de Leon Boulevard in May 2026.

Services / Specialties

Wealth management, private wealth management, investment management, financial planning, portfolio management, legacy planning, family wealth planning, investment advisory services

4225 Ponce de Leon Boulevard, Coral Gables, FL 33146, USA

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Question 1: What is private wealth management?

Answer 1: Private wealth management combines investment and financial planning services designed around an individual's or family's broader financial goals and circumstances.

Question 2: Does UBS provide investment management?

Answer 2: Yes. UBS provides investment advisory and brokerage services along with broader wealth management services.

Question 3: Does UBS work with families on long-term planning?

Answer 3: Yes. The Coral Gables practice works with clients on long-term financial goals, wealth planning and legacy considerations.

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Best Wealth Management: UBS Wealth Management

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