Lasting relationships. For all that matters

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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
          • NC
          • 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
              Three generations in apple orchard

              Turn possibilities into a plan

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              UBS ElectionWatch

              Election day is over. Now what?

              Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

              Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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