Let's move forward. Together.

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, discuss your vision for the future and help you confidently pursue your life goals.

3 Generations walking on beach
  • Glen Ringwall

    Glen Ringwall

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    For more than 30 years, Glen Ringwall has been serving the financial needs of clients, earning the reputation as a trusted advisor who can guide them through the various stages of life. Serving a select circle of ultra-high-net-worth families, Glen and the Ringwall-Manion Group are dedicated to the total customization of wealth management, tax minimization and intergenerational wealth transfer strategies. As a Private Wealth Advisor at UBS, Glen has completed rigorous training and earned accreditation in a range of sophisticated wealth management strategies and techniques to help clients manage risks and maximize potential opportunities.  He earned his B.A. in Economics from the University of Wisconsin – Milwaukee.

     

    Glen believes a successful client partnership is built upon two key principles: putting clients’ interests first and providing exceptional personal service. He has built his reputation as a trusted advisor by serving his clients with integrity and honesty and becoming their primary resource for family finances.

     

    The team’s process focuses on creating lasting income streams for their clients to facilitate their desired lifestyle and creating the discipline and time horizon necessary for risk assets to perform. Glen listens to his clients to determine their financial needs and prioritize their objectives.  Utilizing a goals based approach to investing, each client’s assets are segmented into liquidity, longevity and legacy compartments to meet a designated need and receive a corresponding allocation within the portfolio.  He uses the vast resources of a world-class financial organization to help meet the complex, and often unique, needs of families with wealth.

     

     CA Ins Lic #4243505 

     

          17775 West Bluemound Road
          Brookfield, WI 53045
        • Sidhdharth Sheth

          Sidhdharth Sheth

          Managing Director–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • IA
          • IL
          • IN
          • MA
          • MD
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI

          Sidhdharth has over 34 years of experience in the Financial Services industry helping clients achieve their personal goals.  Serving in this capacity provided an opportunity to help people grow and preserve wealth to lead the lives they want for themselves and their families.  As a Private Wealth Advisor at UBS, Sidhdharth has completed rigorous training and earned accreditation in a range of sophisticated wealth management strategies and techniques to help clients manage risks and maximize potential opportunities.  These certifications include CFP®, CIMA® and CRPC®.  Prior to that, he attended the University of Michigan and earned a B.S. in Mechanical Engineering.

           

          Giving back to the community has always been a priority.  Sidhdharth is a recent member of the Indo-American Chamber of Commerce, past-President of Orchard Lake Country Club, recent Chairman of the Board of Governors and current Vice-Chairman of the Board of Trustees for Cranbrook Educational Community.

           

          Sidhdharth and his wife of 24 years, Lipsa, live in Bloomfield Hills with their three daughters (Surina, Resha and Milani).  Outside of work, you can find Sidhdharth travelling, scuba diving, skiing and golfing.

                17775 West Bluemound Rd
                Brookfield, WI 53045
              • Neil Conway

                Neil Conway

                Senior Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                • image
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • HI
                • IA
                • IL
                • IN
                • MA
                • MD
                • MI
                • MN
                • MO
                • MT
                • NC
                • NE
                • NJ
                • NV
                • NY
                • OH
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI

                Building relationships has been the foundation for me for over two decades as a financial advisor.  Starting my career back in 2000, when markets were faced with so much uncertainty, listening, having a conversation, understanding the importance of personal cash flow and building a relationship created that foundation to be the trusted advisor for my clients.  Today, nothing has changed except the calendar.  Family, friends, business and charity are the common threads for most people.  Through many important initial conversations, I help our clients build a financial goal plan to cement what’s most important to each person and family.  Throughout the relationship and one’s life, goals change, directions change and so does the world around us.  Our planning needs to be dynamic and fluid.  Liquidity…the ability to maintain your current lifestyle;  Longevity….protecting and preserving your wealth for the long term;  Legacy….what do you want to do for others beyond your life.  We’re all different.

                 

                Working for UBS, a top global wealth management firm, I take a customized approach when creating a thoughtful financial and investment plan, with access to superior resources to help clients pursue their goals now and across their entire financial life.  

                 

                I enjoy my life in Muskego, Wisconsin with my very active family….wife Dina and kids Seth and Natalie.  Family is #1 for me and my clients.  

                      17775 West Bluemound Road
                      Brookfield, WI 53045
                    • Mark Manion

                      Mark Manion

                      Senior Vice President–Wealth Management

                      Financial Advisor

                      • image
                      • image
                      • image
                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • FL
                      • GA
                      • IL
                      • IN
                      • MA
                      • MI
                      • MN
                      • NC
                      • NY
                      • OH
                      • PA
                      • SC
                      • SD
                      • TN
                      • TX
                      • UT
                      • VA
                      • VT
                      • WA
                      • WI

                      Mark began his financial services career in 1993 as a financial advisor with RBC serving the needs of high-net-worth individuals. Mark transitioned to UBS in 2012 and exclusively works with a limited number of clients who demand the refined skills, mature judgment and in-depth knowledge held by the Ringwall-Manion Group.  He completed a rigorous accreditation program which awarded him the distinction of becoming a Private Wealth Advisor.  Mark earned a Master’s degree with a focus on Finance, Real Estate and Investments from the University of Wisconsin at Madison. 

                      Mark is privileged to advise a dynamic and active clientele of wealth creators: entrepreneurs, business owners and their family members. He savors his ability to help families discern and address the many issues and decisions that can accompany significant wealth, serving them with an attentiveness and discretion that underscores their principles as a team.

                      As a group, 88 Peaks focuses on providing their clients a family office experience, with the objective of being their trusted advisor and providing thoughtful advice regarding any financial issues that may arise. Their team of professionals includes an estate planning attorney, CPAs and CFPs to give clients confidence in the advice and guidance Mark provides.  Mark also works collaboratively with his clients’ trusted advisors, attorneys and CPAs to bring clarity to their financial picture.  Whether the goals are estate and tax planning, retirement planning, risk management, charitable giving or business succession planning, he strives to achieve the right balance of risk and return that bring peace of mind to his clients. 

                       

                      • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

                          17775 West Bluemound Road
                          Brookfield, WI 53045
                        • Melissa Ringwall

                          Melissa Ringwall

                          Wealth Strategy Associate

                          • image
                          • image
                          • AZ
                          • CA
                          • FL
                          • IL
                          • KS
                          • MI
                          • MN
                          • NC
                          • NJ
                          • NY
                          • OH
                          • PA
                          • WI

                          Melissa began her financial career in 1985, and as a trusted advisor, she enjoys helping clients pursue their goals with care. Education and insight are highly important to Melissa as she guides clients along their unique financial path.

                                17775 West Bluemound Road
                                Brookfield, WI 53045
                              • Brittany Peters

                                Brittany Peters

                                Authorized Officer

                                Team Administrator

                                • image
                                • image
                                • AZ
                                • CA
                                • FL
                                • GA
                                • HI
                                • IL
                                • MA
                                • MI
                                • MN
                                • NY
                                • OH
                                • TX
                                • WA
                                • WI

                                Brittany has been in the financial services industry for over 16 years, previously working at AXA Equitable with experience in insurance and annuity customer service. She currently holds her Series 7, 66, and Wisconsin Life Insurance License. Brittany and her husband enjoy an active lifestyle, traveling, cooking, gardening, and she currently volunteers at the local Ronald McDonald House chapter and Kathy’s House hospital guest house.

                                      17775 West Bluemound Road
                                      Brookfield, WI 53045

                                    The Year Ahead - Sustainable Investing

                                    Retirement planning

                                    Retirement planning

                                    Multigenerational planning

                                    Multigenerational planning

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                    Learn more at ubs.com/wealthway.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a world-leading wealth manager