Let's move forward. Together.

Touched up team picture

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Clark and Ruben Touched Up

Together, we can find an answer

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Peter Zubizarreta Profile Photo

    Peter Zubizarreta, CIMA®, CPWA®

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
  • Randall Bodner Profile Photo

    Randall Bodner

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
  • Clark

    Clark Bacon

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
  • Ruben

    Ruben Torres

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
  • John Beggs Profile Photo

    John Beggs, CFP®

    Senior Wealth Strategy Associate

    • image
    • image
    • image
  • Geneva Goedhart Profile Photo

    Geneva Goedhart

    Team Administrator

    • image
    • image
Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Sustainable investing

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020