Ascend Wealth Partners
View FINRA BrokerCheck informationContact us

Tailored insights. Strategic solutions

Advice that looks beyond your portfolio

Ascend Wealth Partners

Private Wealth Management

Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof.

Select business owners, real estate investors, healthcare professionals and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence.

States with Red Pins
The ZSLH Group

Our team

14 person

seasoned team

100+

Collective years of experience

> $2 billion

Assets under management


Strategic investment management

For all you want to accomplish, we bring you tailored solutions, innovative opportunities and a disciplined approach to managing your investments. 

Always with an eye to how your investments fit into your broader vision for what you want your wealth to achieve, we can customize an investment plan that meets your unique needs and goals, including:

  • Portfolio strategy and asset allocation
  • Alternative investments
  • Private investments
  • Concentrated stock services
  • Stock option strategies, restricted securities
  • Customized performance reviews and consolidated reporting
construction

Credit and liquidity solutions

Retirement travel

Retirement readiness

photos

Your family. Your legacy.

Advice tailored precisely to your needs

We have deep experience working with a wide range of successful clients who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward.

Professionals

Professionals

We work with a range of professionals across an array of fields including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges.

From family business success to succession

From family business success to succession

The decision to step away from your business is an enormously personal experience. Whether passing to family members, selling to business partners or seeking an external buyer, careful planning can give you more control over your exit and help ensure the continued success of your family business.

Together with your tax and legal advisors, we work with you to develop a personalized strategy that aims to maximize the proceeds of the sale and minimize the tax impact of the transaction. 

Making a lasting difference

Making a lasting difference

We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation.

Let us work with you to shape your giving strategy and ensure that it has the impact you envision. When it makes sense, we can draw on the expertise of UBS’s Family Advisory and Philanthropy Services group to help ensure that your philanthropic plan is thoughtfully aligned with your overall wealth plan and legacy.

We work with a range of professionals across an array of fields including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges.

The decision to step away from your business is an enormously personal experience. Whether passing to family members, selling to business partners or seeking an external buyer, careful planning can give you more control over your exit and help ensure the continued success of your family business.

Together with your tax and legal advisors, we work with you to develop a personalized strategy that aims to maximize the proceeds of the sale and minimize the tax impact of the transaction. 

We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation.

Let us work with you to shape your giving strategy and ensure that it has the impact you envision. When it makes sense, we can draw on the expertise of UBS’s Family Advisory and Philanthropy Services group to help ensure that your philanthropic plan is thoughtfully aligned with your overall wealth plan and legacy.

The access and opportunities of Private Wealth Management.

You. Connected.

When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will value, we believe connection is the key to transforming ideas into actions. As a UBS Private Wealth Management team, we are well positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support that can help you achieve your most important goals.

Connect with us

Team recognitions

Forbes Best-in-State Wealth Management Teams 2023

Forbes Best In State Wealth Management Teams 2023

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. The advisor paid a fee to display the rating logo in connection with the award.


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 Advisors 2022

Aric J. Zamel, CFP®, CPWA®

The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award.

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

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2023. All rights reserved.