UBS ARC Partners - Menlo Park, California

UBS ARC Partners: A Comprehensive Overview

For individuals and businesses seeking expert financial consultation, UBS ARC Partners presents a compelling option. Located at 64 Willow Pl #200, Menlo Park, CA 94025, United States, this firm offers a dedicated team focused on providing tailored financial strategies. Phone: 6502897025. Their website, ubs.com, serves as a centralized hub for accessing more detailed information and scheduling appointments.

What is UBS ARC Partners UBS ARC Partners is a specialized division within UBS, focused on delivering advisory services to high-net-worth individuals and families. They operate under a unique model, prioritizing a long-term, holistic approach to wealth management. Unlike traditional brokerage firms, ARC Partners emphasizes building deep relationships with clients, understanding their specific goals, and crafting customized financial plans that extend beyond simple investment management. The ‘ARC’ in their name stands for ‘Asset Recommendation Consultants,’ highlighting their core competency – providing informed recommendations about asset allocation and strategic investment choices.

Key Specialties and Services

• Wealth Management: This forms the cornerstone of their offerings. They assist clients in preserving and growing their wealth across various asset classes, including equities, fixed income, alternative investments, and real estate.
• Financial Planning: ARC Partners excels in developing comprehensive financial plans that address a wide range of needs, such as retirement planning, estate planning, tax optimization, and charitable giving.
• Investment Strategy: Their experienced consultants employ a disciplined investment process, incorporating both fundamental and quantitative analysis to identify opportunities and manage risk.
• Private Client Services: They cater to the unique needs of high-net-worth individuals and families, providing personalized attention and discreet service.
• Family Office Services (Potential): While specifics require direct inquiry, given UBS's broader capabilities, they may offer some family office-related services to ultra-high-net-worth clients.

Location and Accessibility

The firm’s Menlo Park location at 64 Willow Pl #200 is strategically positioned within the heart of Silicon Valley, providing access to a dynamic and innovative business environment. It’s a modern and easily accessible office, designed with client comfort and convenience in mind. Accessibility features include:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet facilities

Appointments are recommended to ensure dedicated time for consultation and planning. Contacting the firm via phone at 6502897025 is the best way to schedule an initial meeting.

Client Feedback and Reputation Currently, UBS ARC Partners has 0 reviews on Google My Business. This indicates a relatively new or sparsely reviewed entity. The average opinion is 0/5, suggesting a lack of publicly available feedback at this time. However, this doesn’t necessarily reflect the quality of their services; it simply highlights the absence of online reviews.

What to Expect When Working with UBS ARC Partners Clients can anticipate a collaborative and consultative approach. The consultants take the time to understand their client’s individual circumstances, risk tolerance, and financial objectives. They will then develop a tailored plan that incorporates a range of strategies and investment options. Communication is key, and clients can expect regular updates and ongoing support. The firm's commitment is to building a long-term partnership based on trust and transparency. Given the firm's affiliation with UBS, clients can also benefit from access to a broader range of resources and expertise within the UBS global network. They prioritize a holistic view of a client's finances, considering not just investments but also tax planning, estate considerations, and philanthropic goals. Their dedication to personalized service is a significant differentiator.

Further Information For comprehensive details about UBS ARC Partners, including their team members, investment philosophy, and service offerings, we encourage visitors to explore their website: ubs.com. Direct contact via phone at 6502897025 will provide the opportunity to discuss specific needs and schedule an initial consultation. The firm’s commitment to accessibility underscores its dedication to serving a diverse clientele.

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