$7 trn
UBS Group invested assets
As of 12/31/2025
Andrew Le is part of the Legacy Partners Wealth Management team, focusing on empowering tech innovators, entrepreneurs, and business owners—especially those navigating significant liquidity events—to build enduring wealth and family legacies.
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever.
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
With over 25 years of experience navigating three significant market cycles, Andrew brings a breadth of planning and investment knowledge to a constantly changing financial services landscape. As part of UBS Financial Services Inc, Andrew endeavors to deliver a consistent, proactive and meaningful experience. Specifically, he focuses on comprehensive planning, tax-efficient portfolios, estate planning strategies and corporate services.
Andrew leads the Legacy Partners Wealth Management practice. A member of a team that has been together for more than 35 years, Andrew is dedicated to building long-term relationships with multiple generations. The team’s longevity is a testament to their dedication, culture and focus on finding the right solutions for each client’s unique situation. They integrate the intellectual capital and global resources of UBS with the high-touch service and intimacy of a boutique investment firm.
Understanding each client’s goals, Andrew prides himself on combining honesty, integrity and a strong work ethic with analytical, thorough, comprehensive and strategic planning. His philosophy is to “invest with intent”—to align his clients’ investments and resources to their values while being efficient in optimizing return around risk, fees and taxes.
Agent License # 0C38650
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
With over 25 years of experience navigating three significant market cycles, Andrew brings a breadth of planning and investment knowledge to a constantly changing financial services landscape. As part of UBS Financial Services Inc, Andrew endeavors to deliver a consistent, proactive and meaningful experience. Specifically, he focuses on comprehensive planning, tax-efficient portfolios, estate planning strategies and corporate services.
Andrew leads the Legacy Partners Wealth Management practice. A member of a team that has been together for more than 35 years, Andrew is dedicated to building long-term relationships with multiple generations. The team’s longevity is a testament to their dedication, culture and focus on finding the right solutions for each client’s unique situation. They integrate the intellectual capital and global resources of UBS with the high-touch service and intimacy of a boutique investment firm.
Understanding each client’s goals, Andrew prides himself on combining honesty, integrity and a strong work ethic with analytical, thorough, comprehensive and strategic planning. His philosophy is to “invest with intent”—to align his clients’ investments and resources to their values while being efficient in optimizing return around risk, fees and taxes.
Agent License # 0C38650
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Senior Registered Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Senior Registered Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
