Next-Gen + Best-in-State · rank 25 · Omaha, Nebraska · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — Summit Wealth Management Group (high)
- “Joe started with UBS in 2015 and joined the Summit Wealth Management Group in 2017.” — firm_official
- Team size — 16 (medium)
- “Joe started with UBS in 2015 and joined the Summit Wealth Management Group in 2017.” — firm_official
- CRD — 5684648 (high)
- “"individualId": 5684648, "firstName": "JOSEPH", "middleName": "Stephen", "lastName": "HILGER", "otherNames": ["JOE HILGER"]” — sec_finra_regulatory
- Years experience — 10 (high)
- “"daysInIndustryCalculatedDate": "12/31/2015"” — sec_finra_regulatory
- Designations — CFP, CPA (high)
- “Prior to joining UBS, Joe focused on tax strategies as a Certified Public Accountant. While at UBS, he has obtained the coveted Certified Financial Planner (CFP®) designation.” — firm_official
Book of business
- Team AUM ($M) — 2000 (high)
- “{"rank":52,"firm":"UBS Wealth Management","city":"Omaha","state":"Nebraska","minAccountSize":"$1M","teamAssets":"$2B","typicalNetWorth":"$5-20M","typicalHouseholdSize":"$2-7M"}” — forbes_shook
- Account minimum ($M) — 1 (high)
- “{"rank":52,"firm":"UBS Wealth Management","city":"Omaha","state":"Nebraska","minAccountSize":"$1M","teamAssets":"$2B","typicalNetWorth":"$5-20M","typicalHouseholdSize":"$2-7M"}” — forbes_shook
- Typical client net worth ($M) — 12.5 (high)
- “{"rank":52,"firm":"UBS Wealth Management","city":"Omaha","state":"Nebraska","minAccountSize":"$1M","teamAssets":"$2B","typicalNetWorth":"$5-20M","typicalHouseholdSize":"$2-7M"}” — forbes_shook
- Client niche — multigenerational wealth transfer for families, business owners, physicians, farmers and professional athletes (high)
- “For many years, Joe has been providing innovative and exceptional wealth planning and strategical advice to families, doctors, executives, farmers, professional athletes and business owners.” — firm_official
- “Joe provides a fresh perspective on key areas that affect clients and their families, especially in the multigenerational wealth transfer process and helping young successful business executives build wealth and he provi” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"currentEmployments": [{"firmId": 8174, "firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "1/1/2016"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/summit/ (high)
- “Summit Wealth Management Group - Lincoln, NE | UBS” — firm_official
- Value proposition (verbatim) — "I treat my clients the way I want to be treated – with integrity and transparency. These values help lead the way as we navigate a quickly changing world. I hear my clients, genuinely care about their dreams, and strive to deliver innovative solutions and advice to help make those a reality." (high)
- “"I treat my clients the way I want to be treated – with integrity and transparency. These values help lead the way as we navigate a quickly changing world. I hear my clients, genuinely care about their dreams, and strive” — firm_official
- “Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discu” — firm_official
- Differentiators — CPA background applied to tax-strategy-led planning, Multigenerational wealth transfer specialization, Serves young successful business executives building wealth, Positions on integrity and transparency in client treatment, Aim to be the client's primary source of financial advice (high)
- “Prior to joining UBS, Joe focused on tax strategies as a Certified Public Accountant.” — firm_official
- “Joe provides a fresh perspective on key areas that affect clients and their families, especially in the multigenerational wealth transfer process and helping young successful business executives build wealth and he provi” — firm_official
- Content marketing — none (medium)
- “Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a co” — firm_official
- Has podcast — no (medium)
- “Summit Wealth Management Group - Lincoln, NE | UBS” — firm_official
- Books published — 0 (medium)
- “For many years, Joe has been providing innovative and exceptional wealth planning and strategical advice to families, doctors, executives, farmers, professional athletes and business owners.” — firm_official
- Linkedin url — https://www.linkedin.com/in/joseph-joe-hilger-b2a72b25 (high)
- Social presence — linkedin_active (low)
- Press awards — Forbes Best-In-State Wealth Advisors — 2023, 2024, 2025, Forbes Best-In-State Next-Gen Wealth Advisors — 2023–2026, Forbes Best-In-State Teams (Summit Wealth Management Group) — 2023–2026 (medium)
- “as a Best-In-State Wealth Advisor - 2023, 2024, 2025 along with his team, Summit Wealth Management Group as Best-In-State Teams - 2023 - 2026.” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/summit/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: red-and-white on white, clean sans-serif, no team mark. Aspirational stock photography — mountain climbers at sunrise, three generations in an apple orchard — plus uniform 289x273 headshots and Forbes award badges. (high)
- “src="mediahandler/dynamicmedia/662266/03_A leading global wealth manager_Mountain climbers on peak at sunrise.jpg?width=692"” — firm_official
