Financial PlannersFinancial Advisors
As a veteran Private Wealth Management team, Walker Wealth Management possesses the knowledge, experience, and resources to fully leverage the extensive capabilities and global reach of UBS. We advise ultra-high net worth clients as a boutique multi-family office environment from the group's UBS Headquarters in New York, NY and Red Bank, NJ.
Together with our UBS Private Wealth Advisory partners, Walker Wealth Management focuses on institutional markets and strategies and provides the group's concierge services for ultra-high-net-worth clients. Beyond sophisticated investment solutions, Walker Wealth Management offers a family office environment that can assume the day-to-day management and administration of your family's affairs. Our mission is to deliver first-class service by taking the time to gain a deep understanding of you and your family. We work closely with you to develop a customized strategy that connects all aspects of your financial life.
