Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Brian Wells

Managing Director–Wealth Management

Brian has been developing personal client relationships for over twenty years. From the start, his mission has been to help families and individuals meet their personal financial goals. While adhering to a thoughtful planning process, Brian takes pride in customizing each client's financial management to their specific needs and life-aspirations. As life-changing events occur, Brian and his team strive to earn your trust, conveniently guiding you through each transition. Whether it's income planning for retirement or legacy planning for your family, Brian's experienced process along with UBS's capabilities can help you plan for your goals while providing sound advice.

Brian, his wife Meghan and their three boys live in Greenbrae, CA. They're avid local sports fans who love to travel. Brian enjoys coaching youth sports in the community and his family proudly gives back by supporting various academic institutions, SCCF (Sanibel-Captiva Conservation Foundation) and The Hundred Club of Mass, Inc.


CA Insurance #0G98255

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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


  • BA Economics, Bates College
2 Belvedere Place
Suite 220
Mill Valley, CA 94941
  • (617) 439-8251

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager