Lasting relationships. For all that matters

Mountain climbers reaching the summit

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

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    Philip Arnold

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DE
    • FL
    • IA
    • ID
    • IL
    • MA
    • MI
    • MT
    • NV
    • NY
    • OR
    • PA
    • SD
    • TX
    • UT
    • VA
    • VT
    • WA

    Phillip holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0A66421

     

          200 Clock Tower Place
          Suite C-100
          Carmel, CA 93923
          philip.arnold@ubs.com
          Philip Arnold
          200 Clock Tower Place,Carmel,CA,93923
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          David Stewart

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • MA
          • MD
          • MI
          • MS
          • MT
          • NJ
          • NV
          • NY
          • OR
          • PA
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA

                200 Clock Tower Place
                Suite C-100
                Carmel, CA 93923
                david.stewart@ubs.com
                David Stewart
                200 Clock Tower Place,Carmel,CA,93923

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              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              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

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