Through our relationship with the UWC PEG family, UWC Wealth Management advisors gain exclusive access to curated private investment opportunities typically reserved for institutional investors and ultra-high-net-worth clients. From private equity and private credit to real estate and venture funds, you can offer your clients a differentiated portfolio—and we handle all the complexity behind the scenes.

Our team manages the full lifecycle of each investment, integrating it directly into your client experience while maintaining compliance and clarity every step of the way.

At UWC WM, you are empowered to deliver sophisticated solutions without the administrative strain. Expand your offering. We will handle the rest.