$7 trn
UBS Group invested assets
As of 12/31/2025
At the Baumgardner Group, our investment philosophy is rooted in providing novice and sophisticated investors with a structured investment approach and a comprehensive planning framework. We understand the significance of having a well-designed financial plan tailored to your goals, complemented by customized, risk-managed investment strategies.
What sets us apart is our affiliation with UBS Private Wealth Management, a global institution with powerful resources. Through this partnership, we have the expertise and capabilities to address your most important priorities and concerns. Whether it's sourcing new capital, establishing a family wealth transfer plan, or navigating the process of exiting your lifelong business, our team can execute on these complex tasks. However, it's not just our solutions and investment insight that make us unique. We genuinely care about our clients and strive to build a strong rapport that is both welcoming and supportive.
We want to be more than just advisors – we aim to become trusted partners who understand your needs and aspirations. By working with us, you can gain the confidence to make informed choices for your family and future. We aim to provide you with the freedom to focus on the other aspects of your life, knowing that your investments and financial well-being are in capable hands. At the Baumgardner Group within UBS, we are committed to making a difference in your investment journey and helping you achieve your long-term goals.
With our experience and genuine concern for your financial well-being, we hope to be an essential part of your lives and a source of clarity today and for years to come.
When incredible financial opportunities come your way
Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.
Managing Director–Wealth Management
Private Wealth Advisor
Associate Financial Advisor
Wealth Strategy Associate
Senior Registered Client Associate
Registered Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Associate Financial Advisor
Wealth Strategy Associate
Senior Registered Client Associate
Registered Client Associate
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.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
