162
Collective years of experience
As you approach retirement, two questions are top of mind: Am I saving enough? Could I outlive my savings?
For more than 30 years, we’ve been helping our clients answer these questions and many others as they plan for a long and healthy retirement. Our multigenerational, multidisciplinary team offers an efficient process and strives to deliver a cost-effective structure that is focused on providing guidance for your immediate and long-term needs.
We are backed by the global strength of UBS, one of the largest wealth managers in the world. As we help guide you to—and through—retirement, we look at your complete final picture and focus on helping you shape the future you have always envisioned.
Your retirement deserves a second opinion
If you have assets totaling more than $500,000 and want a complimentary review of your retirement plan and portfolio, contact us today.
162
Collective years of experience
3
Advisors on the team
We are passionate about working as a team for our clients, assisting them personally and professionally as we manage their wealth. Our aim is to develop the kind of trust and efficiency that is helpful in every aspect of your financial life as we help each client stay on track to live the life they’ve dreamed of in retirement. Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs. Learn about our comprehensive services.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Registered Client Associate
Senior Wealth Strategy Associate
Certified Divorce Financial Analyst
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Registered Client Associate
Senior Wealth Strategy Associate
Certified Divorce Financial Analyst
Senior Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
In this 2024 guide you can explore an array of planning ideas, such as:
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
