Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Benjamin "Ben" Bergfelt

First Vice President–Wealth Management

CA insurance number 0D06455


Personal & Community

  • Soccer league team coordinator and coach coordinator
Registered States:
  • CA
  • CO
  • DC
  • FL
  • ID
  • IN
  • LA
  • MD
  • MI
  • MN
  • NC
  • NV
  • NY
  • OR
  • TX

Education

  • M.B.A. in Finance, California State University at Sacramento
  • B.S. USMA, West Point
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558
  • (707) 254-1531

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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