Lasting relationships. For all that matters

Observatory on mountain top

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.

Retired couple

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.

  • Sam Bartolai Profile Photo

    Sam Bartolai

    Senior Vice President–Wealth Management

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    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 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.

        303 East Main Street
        Barrington, IL 60010
        sam.bartolai@ubs.com
        Sam Bartolai
        303 East Main Street,Barrington,IL,60010
      Three generations in apple orchard

      Turn possibilities into a plan

      CIO response to market volatility

      Mountain climbers on peak at sunrise

      A leading global wealth manager

      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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