RED BANK, N.J.--(BUSINESS WIRE)--In September, Forbes Magazine unveiled its annual list of the top financial advisors in the U.S. Ira Walker, founder and head of UBS team, Walker Wealth Management, was ranked #12 in the Top 100 Wealth Advisors' list for the state of New Jersey.
Walker Wealth Management is a boutique multi-family office within the Private Wealth Management division of UBS Financial Services, Inc. Ira Walker specializes in institutional markets and ultra-high net worth clientele. Although Walker Wealth Management currently advises and manages over a billion dollars1 in assets, the team is renowned for its intimate family office environment.
Walker has designed a team capable of managing virtually all of the financial affairs unique to their esteemed clientele. That allows clients to enjoy individualized round-the-clock attention. “Open communication between our clients, our team, and often their other financial professionals, is the key to serving their personalized strategic vision,” Walker explains.
As part of a family office environment, clients of Walker Wealth Management receive comprehensive concierge services. The team collaborates with the client’s other advisors and experts, while offering privileged access to an exclusive network of products and resources. That superior level of involvement ensures seamlessly, expedited financial management. “We get to know our clients deeply,” Walker says, “and we understand that greater wealth brings greater complexities. Our job is to make our clients’ lives incredibly more simple.”
The ranking from Forbes adds to a growing list of prestigious honors and recognitions bestowed upon Walker and his team. In 2008, Research Magazine named him the youngest member in history to be inducted into Research Magazine's Advisor Hall of Fame. He has been ranked as New Jersey’s #1 financial advisor by Barron's Top 1000 Advisors in the U.S. in 2011 and 2010, and is consistently included in the Financial Times 400 Top Financial Advisors list.
For the full list and further information visit: www.forbes.com/top-wealth-advisors
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
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1 Assets under management as of November 2019