CORE Wealth Management Group – UBS Financial Services Inc.
Run a free full auditContact Information
-
Address
Financial planner · · 312 Walnut St Suite 3300
Cincinnati, OH 45202 -
Phone
(513) 369-4171 -
Website
advisors.ubs.com
Location
About CORE Wealth Management Group – UBS Financial Services Inc.
CORE Wealth Management Group - UBS Financial Services Inc. is a financial planner in Cincinnati, Ohio. The firm provides comprehensive wealth management services to corporate employees, small business owners, and retirees. Their expertise includes investment management, retirement planning, and strategies for the accumulation, protection, and preservation of wealth. The team is particularly familiar with the specific plans and benefits available to Procter and Gamble employees and retirees.
The advisory team brings over 100 years of combined expertise to their clients and their families. Their structured planning process focuses on understanding individual priorities, goals, and concerns to develop customized investment strategies. Services offered include liquidity management, cash flow planning, asset replacement solutions such as insurance, estate planning, and the implementation of tax and legal structures like trusts and philanthropic vehicles. The group also assists with complex family transitions, such as business transitions, inheritances, and the division of wealth across generations.
CORE Wealth Management Group is recognized for its commitment to providing excellent service and quality financial guidance. The firm is known for its thorough approach to helping clients navigate major life changes and prepare for the future through a multi-talented team of advisors.
As a trusted financial planning partner, CORE Wealth Management Group serves the Cincinnati community by helping individuals and families build lasting financial legacies.
Score Summary
BizScoreAI scanned the website advisors.ubs.com on June 3, 2026. CORE Wealth Management Group - UBS Financial Services Inc. has a BizScore of 52 out of 100. The website audit behind the SEO score ran on October 24, 2026.
- AI Visibility32 out of 100
- SEO67 out of 100
AI visibility scan by category: AI Discovery 0 of 25 points, Structured Data 0 of 25 points, Content Readiness 21 of 30 points, AI Trust Signals 11 of 20 points.
Website audit sub-scores (out of 100): On-Page 72, Technical 73, Performance 51, Content 73.
Strengths: 3 checks passed. AI Content Blocking, About/Team Page, XML Sitemap.
Areas to improve: 8 checks. llms.txt (failed), FAQPage Schema (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), Q&A Content (warning), AI-Parseable Headings (warning), Author Signals (warning).
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Browse: Businesses in Cincinnati, OH · Financial Planner in Ohio · Businesses in Ohio
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Read by AI engines 4 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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