$6.9 trn
UBS Group invested assets
As of 10/29/2025
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Brad Rutledge, Vice President-Investments, is a 28 year veteran of UBS Financial Services, Inc., formerly PaineWebber, Inc. As a Chartered Retirement Plans Counselor, Brad's practice works with clients who are accumulating for or are in the midst of transitioning from the work force to a stable, secure retirement lifestyle with the focus on making the process a comfortable, practical and emotionally satisfying experience. Brad has lived in the Walnut Creek area for over 40 years. He is married and has two grown sons.
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Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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