McGrath Consulting helps families and individuals, especially those with special needs, plan for near term and lifelong goals. We provide objective advice to trustees, attorneys, accountants and allied professionals, helping them effectively serve their clients.
We take a team approach simplifying the challenges that come with protecting, growing and transitioning wealth. We offer the experience to manage your complex planning and financial needs with a commitment to understanding your goals, wherever you are in life.
Our clients benefit from proactive service, including: intergenerational planning, prompt response and scheduled monthly contacts with quarterly performance reviews. Relationships are highlighted by financial planning, special needs planning, investment management and fiduciary support for trustees and conservators.
Backed by the extensive resources of UBS, we can help you to create a comprehensive, goals-based plan for managing and safeguarding wealth. We work with an entire ensemble of dedicated professionals, from experienced trust and estate specialists to experts in retirement, insurance and investments, making sense out of all the moving parts of your finances.
Consulting on more than $1 billion dollars of client assets, we draw on over 25 years of consulting experience as well as the depth and breadth of UBS' global resources to customize wealth management solutions for you.