Lasting relationships. For all that matters

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Co-workers

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.

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    Paul M. Allen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • FL
    • HI
    • ID
    • KS
    • MI
    • NV
    • NY
    • OR
    • TX
    • UT

          131 South Rodeo Drive
          Suite 300
          Beverly Hills, CA 90212
        • Joseph Celes Profile Picture

          Joseph Celes

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • ID
          • MA
          • MI
          • MO
          • NC
          • NE
          • NJ
          • NM
          • NV
          • NY
          • OR
          • SC
          • TN
          • TX
          • UT
          • WA
          • WI

              • Portfolio Manager
              131 S. Rodeo Drive
              Suite 300
              Beverly Hills, CA 90212

            Are markets going "Back to the Future"?

            Debt ceiling and inflation

            Tree

            Exceptional financial strength and stability

            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

            $3.9 trillion

            In invested assets globally 
            As of 12/31/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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