Best-in-State · rank 44 · Phoenix, Arizona · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Wealth Management (high)
- “UBS Financial Services Inc.” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “UBS Financial Services Inc., a subsidiary of UBS Group AG” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “UBS Financial Services Inc. is a dual-registered broker-dealer and investment adviser (SEC File Number 801-7163, CRD 8174) and a FINRA member” — sec_finra_regulatory
- Team name — The Schultz Group (high)
- “The Schultz Group — a branded team at UBS Phoenix comprising Steven L. Schultz, Stockton M. Schultz, and Justin M. Low” — firm_official
- Team size — 13 (high)
- “The Schultz Group includes 3 core advisors and 10 support team members (business manager, wealth strategy associates, client services representatives, events & marketing)” — firm_official
- CRD — 8174 (high)
- “UBS Financial Services Inc. CRD Number: 8174” — sec_finra_regulatory
- Years experience — 18 (high)
- “Justin Low began his career as a Financial Advisor in 2008 upon graduation from Arizona State University” — firm_official
- Designations — gap: not_public
Book of business
- Team AUM ($M) — 3100 (high)
- “The Schultz Group manages $3.1 billion in assets under management as of January 1, 2026” — firm_official
- Account minimum ($M) — 2.0 (high)
- “Minimum account size for new business: $2M” — forbes_shook
- Typical client net worth ($M) — 25.0 (high)
- “Typical Net Worth of Relationships: $2-50M” — forbes_shook
- Client niche — business owners and high-net-worth individuals (high)
- “His clientele primarily consists of business owners and high net worth individuals” — firm_official
- Custodians — not_applicable (high)
- “UBS Financial Services Inc. is a wirehouse (dual-registered broker-dealer and investment adviser) that self-custodies client assets directly; it does not use external custodians like Fidelity or Schwab” — sec_finra_regulatory
- Fee model — not_public (high)
- “UBS Wealth Management fee schedules and Justin Low's specific rates are not published individually; negotiation occurs directly with clients” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/justin.low/ (high)
- “UBS advisor profile URL for Justin Low” — firm_official
- Value proposition (verbatim) — A plan for today, tomorrow and generations to come (high)
- “A plan for today, tomorrow and generations to come” — firm_official
- Differentiators — Multigenerational wealth transfer and legacy planning, Specialized expertise in business owner succession planning, 45 years of combined team experience, Personalized, relationship-driven advisory approach, Barron's Top 250 Private Wealth Management Teams recognition (2025, 2026) (high)
- “Success to succession” — firm_official
- “The Schultz Group named to Barron's Top 250 Private Wealth Management Teams 2025 and 2026—the only Phoenix-based team on the list both years” — professional_press
- Content marketing — none (high)
- “No blog posts, newsletters, market commentary, or published research under Justin Low's name found across UBS profiles, LinkedIn, or professional directories” — firm_official
- Has podcast — no (high)
- “No evidence of Justin Low hosting a personal podcast or appearing as a recurring host on any podcast series” — general_press
- Books published — 0 (high)
- “No authored or co-authored books identified under Justin Low's name in ISBN databases, Amazon, or professional bios” — firm_official
- Linkedin url — https://www.linkedin.com/in/justin-low-5a29601b/ (high)
- “LinkedIn profile for Justin Low, SVP at UBS Wealth Management, Phoenix” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “LinkedIn profile shows 500+ connections; no active Twitter, X, YouTube, Instagram, or TikTok accounts found” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (#44 ranking), Forbes Best-in-State Wealth Advisors 2022–2025, Barron's Top 250 Private Wealth Management Teams 2025–2026 (The Schultz Group), Forbes America's Top Wealth Management Teams 2023–2026 (The Schultz Group), Morgan Stanley Pacesetter Award (5 consecutive years, 2015–2020) (high)
- “Justin Low named #44 on 2026 Forbes Best-In-State Wealth Advisors list with 16 total Forbes list appearances” — professional_press
- “The Schultz Group named to Barron's Top 250 Private Wealth Management Teams for second consecutive year (2025, 2026)” — professional_press
Visual brand
- Has distinct logo — no (high)
- “The Schultz Group uses only UBS corporate branding; no distinct team logo or mark separate from UBS corporate identity” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — UBS corporate branding (red accents, clean SVG iconography, professional sans-serif typography, structured financial-services aesthetic emphasizing trust and accessibility) (medium)
- “Visual identity uses UBS corporate red accent colors in team member icons and supporting graphics with clean SVG design and structured layout” — firm_official