Nelson Private Wealth Management, a division of UBS Financial Services Inc. in Chicago, IL, offers boutique solutions and a highly personalized approach to private wealth management. With a team trained extensively in accessing UBS investment platforms, advanced strategies, and global thought leadership, they provide tailored services such as portfolio advisory, global research, estate planning, financing solutions, strategic philanthropy, and access to the UBS Global Family Office.
Committed to building lasting relationships grounded in trust and transparency, Nelson Private Wealth Management takes care of their clients' financial lives, allowing them to focus on what matters most to them. Their team of Family Office Consultants, who have earned a UBS business designation, specialize in managing the investment, business, passion, and legacy needs of sophisticated, ultra high net worth clients, aligning their specific needs with the full suite of UBS capabilities.
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