Let's move forward. Together.

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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.

  • Antwone Bio Photo

    Antwone O'Quinn

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • TN
    • TX

    I subscribe to a system of values, whereas I hold faith, family, and country in high esteem, along with treating others as I would like to be treated.

    I love spending time with my family and have a passion for helping those who are in need. If I am not with my family it is common to find me volunteering or mentoring.

    Providing financial solutions is an extension of my passion of service. I work with nonprofit organizations, small businesses, families, and individuals to help you manage your assets and liabilities, asset protection, building and creating wealth, and wealth transition.

    My clients tend to have intricate lives and sophisticated estates; therefore, you can expect a structured plan to navigate our course of action. You will receive ongoing portfolio oversight, which enables you to pursue your passion while we manage your concerns. You and I will periodically communicate to ensure you are on track to achieve your goals.

          Lending services
          Cash management
          Securities-backed lending
          Legacy planning
          Retirement planning
          Business succession
          Custom portfolios
          Asset allocation
          20 Pacifica
          Suite 1500
          Irvine, CA 92618
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          Nazgol Nekoomaram

          Client Associate

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                  20 Pacifica
                  Suite 1500
                  Irvine, CA 92618

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                A team approach

                A team approach

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                Ready to sell your business?

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                Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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