Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

  • Bing Presnell Profile Photo

    Bing Presnell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • HI
    • ID
    • MA
    • PA
    • More than 10 years experience in the financial services industry
    • Designs comprehensive programs to grow and preserve wealth
    • Works with clients to set objectives and create customized asset allocation plans 
    • Aligns client's objectives with their philanthropic efforts and tax planning goals
    • Extensive international markets background working in London and Hong Kong
    • Graduate of the University of California, Berkeley
    • Joined UBS in 2008

      • University of California, Berkeley
        555 California Street
        32nd/ 34th /46th Floor
        San Francisco, CA 94104
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        Patrick Galligan

        Authorized Officer

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • MA
        • MD
        • NC
        • NV
        • NY
        • OH
        • PA
        • TX
        • VA
        • WA

              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104

            Wealth, from your point of view

            Change your community. Change the world.

            Change your community. Change the world.

            Executive decisions

            Executive decisions

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager