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UW Credit Union and Wealth Management at UW Credit Union are not registered as a broker/dealer or investment advisor. , 2nd Floor, San Gabriel, CA 91776 1-877-722-8429 . Wealth management services in the United States are provided by UBS Financial Services Inc. Investment Banking & Capital Markets Our Wealth Management & Trust team employs a wide range of products and services to grow and protect your wealth throughout your lifetime. Private wealth management firms typically take a portion of their client's assets as fees. Here are 10 products that investors might consider investing some of their wealth into. Valley Blvd. Plans for wealth control are made to meet the individual demands of each client. 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