A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Amit Trivedi, CFA

Account Vice President

Financial Advisor

We work with a select number of affluent business owners, corporate executives, and successful families, serving as vigilant risk managers and thoughtful stewards of their financial assets. We possess a deep understanding of the wealth management challenges and opportunities our clients face and collaborate closely with them and their trusted advisors to develop a personalized strategy for preserving and transferring their wealth. Our team is able to deliver a unique experience that offers the dedication of a boutique family office and the resources of one of the world’s strongest wealth management firms.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NV
  • NY
  • OH
  • OR
  • SD
  • TX
  • UT
  • WA

Education

  • Bachelor of Arts in Finance, Seattle University

Credentials

  • Chartered Financial Analyst®
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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