If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is tied to your company. This comes with its own unique challenges and opportunities. At each phase of your business's life cycle, complex issues may arise that require a seasoned perspective to navigate successfully.

That's where we come in.

With our depth of experience and understanding, we can help you fully explore and leverage these complex opportunities. Are you maximizing the value of your company—and laying the groundwork for your next successful venture? By engaging us in the earliest stages of your business planning, we can provide vital insights that will empower you to build, grow, and strategically exit, aligning your business goals with your broader financial objectives.

Business owners are a rare breed

Let our resources help you proceed with passion
You started your business with passion. We can help you bring that same drive to meeting challenges as you thrive and grow. Take advantage of strategic planning and tailored solutions throughout the lifecycle of your business, including life after ownership.

Business owners are a rare breed

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • Finalize your trust and estate strategies 
  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
  • As needed, prepare employees and managers for the transition
  • Think about what’s next for you and your future, after the sale
Learn more

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

Our capabilities

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.

UBS Wealth Way

Shaping multigenerational family wealth

roads overhead

Strategic investment management

construction

Credit and liquidity solutions

reading

Sophisticated portfolio management

You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Scott MacDonald

    Scott D. MacDonald, CPWA®

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Scott has been with UBS for over sixteen years, starting as an intern while in college. After graduating from Northwood University in 2008, Scott was hired into the Associate Program. During his time as an associate, Scott was selected to work in the Regional Consulting Center where he worked alongside The Firm's top consultants in banking, financial planning and alternative investments.

    In 2016 he attained the UBS Wealth Advisor certification, a comprehensive process at UBS to help advise high net worth individuals, business owners and families focused on generational wealth preservation. Scott also holds the Certified Private Wealth Advisor® (CPWA®) designation, administered by Investments & Wealth Institute® formerly IMCA.

    He currently serves as the Finance Chair for Don't Ever Give Up for the V Foundation for Cancer Research as well as sitting on the Board of Directors for Catholic Charities Community Services of Arizona. 

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

      • Private Wealth Advisor
      • Certified Portfolio Manager®
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
      scott.macdonald@ubs.com
      Scott D. MacDonald, CPWA®
      2575 East Camelback Road,Phoenix,AZ,85016
    • Jeff

      Jeff Wasson, CEPA®

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • LA
      • MA
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WY

      I've been a financial advisor for over 29 years. The focus of my practice is helping business owners create a comprehensive strategy for monetizing their business thru our Max Exit framework. I advise through every step of the process, including business and personal financial planning, understanding all the various types of buyers and assembling a team of highly specialized professionals.

      After the successful sale or transition, my team provides ongoing wealth management for you and your family in what may be the most significant liquidity event of your life.

      While born and raised in Ohio, I have been a Phoenix resident since 1976. My wife Tracey and I have 3 boys, Clayton, Tucker and Barrett. I am active in the community as a member of The Thunderbirds, host of the Waste Management Phoenix Open.

      • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

        • Private Wealth Advisor
        • Certified Exit Planning Advisor
        2575 East Camelback Road
        Suite 900
        Phoenix, AZ 85016
        jeff.wasson@ubs.com
        Jeff Wasson, CEPA®
        2575 East Camelback Road,Phoenix,AZ,85016
      • Argo - headshot

        Adam T. Argo, CIMA®

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • IL
        • NJ
        • NY

        Adam joined UBS in 2018 as a Wealth Strategy Associate and supports the team’s investment management and financial planning process. He focuses on portfolio construction, asset allocation, and manager selection. Adam also works closely with Scott to develop custom financial plans and solutions for clients. Prior to UBS, he was an analyst in J.P. Morgan’s Private Bank.

        Adam earned a BBA in economics from the University of Oklahoma and holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute® in conjunction with the Yale School of Management. 

        Outside the office, Adam enjoys spending time with his wife and children, reading, and traveling.

            • Certified Investment Management Analyst®
            2575 East Camelback Road
            Suite 900
            Phoenix, AZ 85016
            adam.argo@ubs.com
            Adam T. Argo, CIMA®
            2575 East Camelback Road,Phoenix,AZ,85016
          • clayton

            Clayton Wasson

            Wealth Strategy Associate

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • LA
            • MA
            • MI
            • MN
            • MO
            • MT
            • NC
            • ND
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WY

            Clay joined UBS in 2024 as a Wealth Strategy Associate and supports the team's portfolio construction and execution. He focuses on developing and maintaining our next-generation relationships. Prior to UBS, he was a Senior Associate at Vanguard.

            Our team works with entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth. We provide a holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, we have the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.

            Clay enjoys golfing and learning to play the guitar. He also serves as a volunteer Young Life leader at Arcadia High School.

            Past experience

            – Senior Associate, Vanguard

            Education and credentials

            – M.S. Arizona State University

            – B.B.A. University of Arizona

            – Series 7, 63 and, 65 securities licenses

                  2575 East Camelback Road
                  Suite 900
                  Phoenix, AZ 85016
                  clayton.wasson@ubs.com
                  Clayton Wasson
                  2575 East Camelback Road,Phoenix,AZ,85016
                • Sommer Arekat

                  Sommer Arekat

                  Wealth Management Associate

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                  • AZ
                  • CA
                  • MA

                  Sommer joined UBS in 2012. She earned her B.A. in Design Management upon graduating from Arizona State University. Sommer currently holds the Series 7 and 66 securities licenses. Her areas of focus include operations, client service, and investment management.

                  Sommer spent three years in the San Francisco Bay Area working in UBS's Private Wealth Management division where she gained extensive knowledge in advanced planning, trading, and ultra high net worth client servicing. In January 2018, Sommer re-joined UBS Scottsdale's team.

                  Sommer lives in Phoenix with her husband and two young sons. In her free time she also enjoys traveling and cooking for her large extended family.

                        14624 N Scottsdale Road
                        Suite 150
                        Scottsdale, AZ 85254
                        sommer.arekat@ubs.com
                        Sommer Arekat
                        14624 N Scottsdale Road,Scottsdale,AZ,85254
                      • Angela Howard

                        Angela Howard

                        Senior Client Associate

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                        • AZ
                        • CA
                        • CO
                        • CT
                        • FL
                        • GA
                        • HI
                        • ID
                        • IL
                        • IN
                        • KS
                        • MA
                        • MN
                        • MO
                        • MT
                        • NM
                        • NV
                        • NY
                        • OH
                        • OR
                        • PA
                        • TN
                        • TX
                        • UT
                        • VA
                        • WA
                        • WI
                        • WY

                        Angie has provided exceptional client service and has spearheaded all administrative and operational needs for select financial advisory teams since 1998. Angie continues this outstanding service as a key member of AZ Private Wealth. Angie is a graduate from Northern Arizona University and holds her Series 6, 7, 63 and 66 licenses. Angie lives in Phoenix where she raised her twins, Reese and Riley, who are now attending Northern Arizona University.

                              2575 East Camelback Road
                              Suite 900
                              Phoenix, AZ 85016
                              angela.howard@ubs.com
                              Angela Howard
                              2575 East Camelback Road,Phoenix,AZ,85016
                            • Susie Wong

                              Susie Wong

                              Wealth Management Associate

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                              • AK
                              • AZ
                              • CA
                              • ID
                              • IL
                              • OR
                              • TX
                              • UT
                              • VA
                              • WA
                              • WI

                              Susie earned her Bachelor of Science degree in Finance Magna Cum Laude from Arizona State University in 1997. She began her career as a Consulting Group Analyst with Smith Barney in Phoenix, AZ and Menlo Park, CA focusing on portfolio construction, investment manager research, and performance attribution reporting. She then transferred overseas to join Citigroup Asset Management based in Hong Kong strengthening relationships with Asia's ultra-high net worth business owners and families. The she became Director of Marketing & Communications for HSBC Private Bank further building the brand across Asia.

                              After over a decade abroad and meeting her husband in Toyko, Japan, she returned to her native Scottsdale, AZ in 2011 to continue her financial services career. She enjoys cheering on local Valley sports teams, volunteering at pet shelters and long family walks with their two dogs.

                                    2575 East Camelback Road
                                    Suite 900
                                    Phoenix, AZ 85016
                                    susie.wong@ubs.com
                                    Susie Wong
                                    2575 East Camelback Road,Phoenix,AZ,85016

                                  Insights and perspectives of the team

                                  A leader in wealth management

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                                  UBS is a leading and truly global wealth manager

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