Lasting relationships. For all that matters

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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

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

    CA Insurance License #0H48103

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

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      UBS and Credit Suisse—stronger than ever

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      UBS Wealth Way

      Wealth from your point of view

      An approach that works for your entire financial life
      Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

      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