Pacific Summit Group, a division of UBS Financial Services Inc., is a leading wealth management firm based in Everett, WA. With a global footprint spanning 51 countries and over $5 trillion in invested assets, they offer a comprehensive range of financial services to help clients navigate major life events and preserve their wealth. Their team of dedicated professionals takes a customized approach to financial planning and wealth management, focusing on thoughtful strategies that go beyond investments to encompass all aspects of their clients' financial lives.
Backed by the strength and expertise of UBS, a world-leading wealth manager, Pacific Summit Group is committed to delivering excellence in wealth management. They pride themselves on understanding what wealth means to each individual client and crafting finely-tailored financial advice that aligns with their unique goals and aspirations. With a team approach and a dedication to mastering the details, Pacific Summit Group is well-equipped to guide clients towards turning their financial vision into a reality.
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