Navigating complexity to help preserve and grow your wealth

Private Wealth Management

BW Group with Wendi

With wealth comes complexity. That’s where we thrive. We recognize the importance of planning and candid advice designed to help create the right outcomes—now and in the future.

The five defining components of our practice

1. Professional money management in a tax-aware manner
2. Strategic wealth assessment and tailored advice
3. Unconflicted and transparent fees
4. Broad access to alternatives
5. Unparalleled service and professionalism

It is a privilege to help our clients prudently grow their wealth and steward the transition of capital.

- Cory Dowell UBS

The proof is in our numbers

Over $1 Billion

Assets under management

106

Collective years of experience

7 person

seasoned team


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.

  • John Baumgarten

    John Baumgarten

    Managing Director–Wealth Management

    Financial Advisor

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  •  Cory Dowell

    Cory Dowell

    Managing Director–Wealth Management

    Financial Advisor

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  •  Chad Jones

    Chad Jones

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Katie Olson

    Katie Olson

    Vice President–Wealth Management

    Financial Advisor

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  • Martha Greenberg

    Martha Greenberg

    Senior Wealth Strategy Associate

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  • Aubrey Bolduc-Kottmeier

    Aubrey Bolduc-Kottmeier

    Wealth Strategy Associate

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Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Solutions for the life you lead

Investment management

Transferring your wealth and values

A way forward

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights