Family. Wealth. For Generations.

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Invested for Generations

engage  |  enable  |  entrust  |  enjoy  

 

engage - We engage you to learn what is most important in your life.

enable - Our engagement with you enables us to provide world class advice and guidance.

entrust - You entrust us with the financial well-being of you and your family.

enjoy - Through this process you are given the ability to enjoy life to the fullest.

 

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.

Download the report

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    Jeffrey Brecht

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • MD
    • MI
    • MN
    • MT
    • NE
    • NJ
    • NY
    • OR
    • PA
    • SC
    • SD
    • TX
    • VA
    • WA
    • WI

    Jeffrey Brecht has 22 years of industry experience, and recently joined UBS as a Financial Advisor in 2022. He provides a boutique experience with professional knowledge in multigenerational family wealth management, retirement benefits consulting, and personalized wealth management strategies. Through attention to detail, thoughtful listening, and a client centered approach, Jeffrey strives to provide world class advice and guidance around what matters most – you and your family.

    Jeffrey is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, UBS model portfolios, and third-party investment strategies. 

    Jeffrey received a B.A. in Psychology from Luther College (Decorah, IA). Him and his family split their time between Sioux Falls and Western Michigan, and he is active in both communities with various organizations. Jeffrey’s wife Lauren is a Corporate Attorney for a publicly traded company. They enjoy their children Jeff, Ellie, Anna, Nate, and Sam along with dog Gus and travel the US to spend time together when possible.

    Jeffrey holds the Series 7, Series 66 FINRA registrations, and Life, Annuity and Health Insurance licenses.

      • Luther College
      • Portfolio Manager
      • Retirement Plan Consultant
      Financial planning
      Legacy planning
      Retirement planning
      Business succession
      Custom portfolios
      Retirement Plan consulting
      Women investors
      Business owners
      6225 South Pinnacle Place
      Suite 201
      Sioux Falls, SD 57108
      jeffrey.brecht@ubs.com
      Jeffrey Brecht
      6225 South Pinnacle Place,Sioux Falls,SD,57108
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      Shelly Ritchie

      Client Associate

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      • AL
      • AZ
      • CA
      • CO
      • FL
      • IA
      • IL
      • IN
      • MD
      • MI
      • MN
      • MT
      • NE
      • NJ
      • NY
      • OR
      • PA
      • SC
      • SD
      • TX
      • VA
      • WA
      • WI

      Shelly Ritchie recently joined UBS in 2022, and had been with Merrill Lynch since 1999. With over 30 years of industry experience, she provides first-class service to clients by handling daily needs including client account service and maintenance. She attended Northwestern College and Worthington Community College and has her A.A. in Liberal Arts and A.A.S. in Human Services. In her free time Shelly enjoys traveling and spending time with her grandson. Shelly holds the Series 7, Series 65 FINRA registrations.

            6225 South Pinnacle Place
            Suite 201
            Sioux Falls, SD 57108
            shelly.ritchie@ubs.com
            Shelly Ritchie
            6225 South Pinnacle Place,Sioux Falls,SD,57108
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            Eric Looby

            Wealth Strategy Associate

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            • AL
            • SD

              • Occidental College: 2017 - 2022
                6225 South Pinnacle Place
                Suite 201
                Sioux Falls, SD 57108
                eric.looby@ubs.com
                Eric Looby
                6225 South Pinnacle Place,Sioux Falls,SD,57108
              • Megan Landon , AWMA®

                Wealth Planning Associate

                Megan Landon joined UBS as a Wealth Planning Associate out of the Sioux Falls, SD office in 2022. She covers any financial planning related requests for the Midwest Market, which includes 9 states and 22 offices. Before working for UBS, she was a broker for another firm for two years, where she obtained her FINRA Series 7, 63 and 66 registrations. She is currently working towards further accreditation.

                Megan graduated from Michigan State University with a Bachelor’s degree in Journalism and minors in sports and Spanish. Currently back in her hometown, she enjoys being able to spend time with her family after being away for 5 years. She lives in downtown Sioux Falls with her dog Cash and she loves watching Michigan State sports, playing pickleball and running in her free time.

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              Business transition and succession planning

              Business transition and succession planning

              Multigenerational families

              Multigenerational families

              Advice. Beyond investing.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              #1

              for High Net-Worth clients

              Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

              Insights