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
    • MI
    • NC
    • 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
          • ME
          • MI
          • MO
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • WA
          • WI

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

            Focus on liquidity management

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            UBS and Credit Suisse—stronger than ever

            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

            Backed by the strength of UBS

            A global leader in wealth management

            $5+ trillion

            In invested assets globally 
            As of 11/07/2023

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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