Lasting relationships. For all that matters

Young family on beach

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.


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.

  • Eric Susantio Profile Photo

    Eric Susantio

    Senior Vice President–Wealth Management

    Portfolio Manager

    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • MA
    • ME
    • MI
    • NV
    • NY
    • OR
    • TN
    • TX
    • VA
    • WA

    CA Insurance License #0H48103

        • Portfolio Manager
        355 Santana Row
        Suite 2050
        San Jose, CA 95128

      Focus on liquidity management

      CIO House View monthly livestream


      UBS and Credit Suisse—stronger than ever

      How can you be more certain in an uncertain market?

      Let's put your plan in place, for today, tomorrow and for generations to come

      You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

      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