A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Sailing splash

Brad Weiner, CFP

Senior Vice President–Wealth Management

I am a founding partner with the Sound Wealth Management Group at UBS. Our team serves successful business owners, professionals, and executives with concentrated wealth positions.

As a Wealth Management Advisor and Certified Financial PlannerTM I partner with you by seeking first to understand your total picture, your goals, and the people and passions you care about. Our process works towards creating a strategy  that will address the Three "L"s you are most concerned with; your Liquidity needs, your Longevity outlook, and the Legacy you hope to establish and preserve. In evaluating your wealth position, your business, assets and liabilities, and corporate benefits, we address areas such as insurance, tax efficiency, charitable and family gifting strategies, liability management, and traditional, alternative, and private investment strategies.

I have been with UBS since 2004, and I am fortunate to deliver the resources of a global wealth management firm to my clients on a personalized level. My fellow team members all have at least 15 years of experience in the industry, allowing us to offer our clients outstanding personal service and skill. Drawing on my unique background, I aim to give my clients peace of mind and help them chart a course to their goals in today's complex and dynamic world. Prior to joining UBS, I was a 20 year Navy Nuclear Submarine Officer, a technical analyst for the US Submarine Force, and a Strategic National Defense Analyst in the Office of the Secretary of Defense. Bringing this experience to bear on behalf of the families I serve is an honor and a privilege. 

I'm a member of the Kitsap Community Foundation's leadership team and I sponsor the Boys and Girls Clubs of Kitsap/North Mason Counties. I work with the American Corporate Partners veterans mentoring program, helping transitioning veterans in their job search. I enjoy cycling, hiking, swimming, and all outdoor sports. I have two adult children in Spokane, WA, and Portland, OR.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

Education

  • B.S. Resources Management, United States Naval Academy
  • M.A. Strategic Planning/National Security Affairs, US Naval War College
  • M.B.A. Finance, City University of Seattle

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 628-6534

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

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As of 03/31/2024

51 countries

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