Ask any of the wealth management professionals at the Miremadi-Heintz Group and they will tell you, helping you manage your wealth encompasses more than simply managing your money. “When we talk to you about wealth management, we will help you identify what’s important to you and make a plan to pursue those objectives,” says Michael Miremadi. “That’s why we say we provide Advice ‘Beyond investing.’ Every client is unique so we tailor our advice to their specific needs so we are not taking a one-size-fits-all or cookie-cutter approach.”
Christopher Heintz agrees. “We take the time to know our clients on a personal level and to discover who and what is important to them. These candid conversations about their lives are essential as they are the foundation of what we do.”
The Miremadi-Heintz Group has collective experience spanning over five decades and utilizes the resources of UBS, the world’s largest wealth manager, to provide a robust offering of wealth management services. Building on its history of over 150 years, the firm is committed to bringing its global resources to bear on the portfolios of high net worth individuals to help them achieve what’s important to them through a purpose-driven approach to wealth management. According to Miremadi, “It starts with a plan. Planning is the doorway to what is possible. It’s the first step in our ongoing conversation and the framework for taking action. Through our planning approach, we can develop a tailored and adaptable strategy to help you achieve your goals.”
Scorpio Partnership’s “Global Private Banking Benchmark 2017” rank of global wealth managers by assets under management.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services, which are separate and distinct, differ in material ways and governed by different laws and separate contracts. For more information visit our website at ubs. com/workingwithus. In providing financial planning services, we may act as a broker-dealer or investment adviser, depending on whether we charge a fee for the service. The nature and scope of the services are detailed in the documents and reports provided to clients as part of the service. Financial planning does not alter or modify in any way a client’s existing account(s) or the terms and conditions of any account agreements they may have with UBS.