Wealth advice that helps inspire confidence

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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.

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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.

  • Andrew Low

    Andrew Low

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • CA
    • CO
    • DC
    • FL
    • GA
    • MN
    • MT
    • NJ
    • NV
    • SC
    • TX
    • WA

    Andrew works with clients and prospects to create a blueprint and investment plan to help clients save enough financial resources to fund retirement, lifestyle, charitable and wealth transfer goals. Andrew collaborates with the client's other legal and tax advisors to create a roadmap and an action plan to help business owners and other clients with liquidity events to reduce income and capital gains taxes by using advanced tax and trust strategies. Working with business owners over the last 23 years, Andrew has found they are frustrated at paying high income and capital gains, up to 50% upon the sale of their business. Andrew also found that they want to continue to make an impact with their lives after the sale.

     

    CA Insurance Lic #576810

      • UCLA, B.A. - Communication Studies
      • UCLA, Program in Business & Administration
      • Certified Exit Planning Advisor
      • Certified Trust and Financial Advisor
      Financial planning
      Philanthropy
      Legacy planning
      Estate planning strategies
      Exit planning
      Business succession
      Professional athletes
      Business owners
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
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      Brittany Wilcox

      Wealth Management Associate

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IL
      • MA
      • ME
      • MI
      • MO
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • TN
      • TX
      • UT
      • VA
      • WA
      • WV
      • WY

      Often the first voice clients hear, delivering a high level of client service is definitely an integral aspect of my day to day routine as a Registered Client Service associate. I am constantly catering to my advisers sophisticated client's needs, and evaluating what action needs to be accomplished next, to complete their requests in a timely fashion. I am extremely committed to delivering the highest level of personal service to our clients. I began working in the financial industry in 2014, and since obtained both my Series 7 and Series 66 licenses.

      Prior to working in the financial industry, I built a successful career as a model. I garnered a reputation for representing top brands, working and communicating with major celebrities, and fashion executives while traveling worldwide. In order to obtain paid work, I acquired communication skills and the flexibility to represent myself in the best light for each specific job and client.

      With my immaculate attention to detail and ability to organize and manage time, I was able to work two jobs, while sustaining sometimes as many as twenty credits in school, graduating in less than 4 years.

      I have a passion for health and wellness, working out, and love to cook for my friends and family in my free time.

            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
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            Brian Clarke

            Authorized Officer

            Digital Specialist

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            Casey Verst

            Executive Director

            Senior Wealth Strategy Consultant

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            Roubina Kurkjian

            Director

            Senior Wealth Management Banker

          The Year Ahead - Sustainable Investing

          Business transition and succession planning

          Business transition and succession planning

          Retirement planning

          Retirement planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

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          UBS is a world-leading wealth manager

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