Insight-based advice

Binoculars

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.

books

Pursuing your goals together

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 commitment to quality client service.

  • Robert P. Bob Allen Profile Picture

    Robert Allen

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • ME
    • MO
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

        • Certified Investment Management Analyst®
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
      • image

        Sherilee "Sheri" Woodhams

        Client Associate

        • image
        • image
        • CA

              515 South Flower Street
              Suite 5000
              Los Angeles, CA 90071

            The circular economy: What is it?

            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