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
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

        • Certified Investment Management Analyst®
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
        robertp.allen@ubs.com
        Robert Allen
        888 San Clemente Drive,Newport Beach,CA,92660
      • image

        Sherilee "Sheri" Woodhams

        Client Associate

        • image
        • image
        • CA

              515 South Flower Street
              Suite 5000
              Los Angeles, CA 90071
              sherilee.woodhams@ubs.com
              Sherilee "Sheri" Woodhams
              515 South Flower Street,Los Angeles,CA,90071

            Why does A.I. in space matter?

            Outlook on interest rates

            Tree

            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

            Insights