3 Billion
Assets under management
At The Capitol Group, we recognize that individuals and businesses, alike, need sophisticated solutions and trusted advice to succeed in today's complex economy. Our approach combines knowledge, experience and resources across both personal wealth management and institutional consulting services to deliver comprehensive financial guidance throughout all aspects of our clients' lives.
Forbes Best-in-State Wealth Management Teams, Washington, DC 2023, 2024, 2025
The 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.
National Association of Plan Advisors (NAPA) Top Defined Contribution (DC) Advisor Team by AUM for 2025
The NAPA rating is awarded annually in March based on information from December of the prior year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.
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.
PLANADVISER’s Top Retirement Plan Advisers, 2023, 2024, 2025
The PLANADVISER rating is awarded in Q1 based on information from Q1 of the award 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.
Barron’s Top 100 Institutional Consulting Teams, 2023
The Barron’s rating is awarded annually in April based on information from the prior year Q4.
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.
Forbes America’s Top Wealth Management Teams, 2022
The Forbes rating is compiled by Shook Research and Awarded annually in November based on information from a 12-month period ending in March of the award 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.
Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025
The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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.
3 Billion
Assets under management
25
Years in business as a team
6
Investment professionals on the team
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Senior Institutional Consultant, UBS Institutional Consulting Program
Senior Vice President–Wealth Management
Senior Institutional Consultant, UBS Institutional Consulting Program
Senior Vice President–Wealth Management
Senior Retirement Plan Consultant
Investment Associate
Chartered Retirement Plans Specialist℠
Team Administrator
Client Associate
Senior Vice President–Wealth Management
Senior Institutional Consultant, UBS Institutional Consulting Program
Senior Vice President–Wealth Management
Senior Institutional Consultant, UBS Institutional Consulting Program
Senior Vice President–Wealth Management
Senior Retirement Plan Consultant
Investment Associate
Chartered Retirement Plans Specialist℠
Team Administrator
Client Associate
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.
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.
“It’s very important for both the client and the team to have an honest and open communication about risk, return and spending policies...if those three are not in sync, then something has to change.”
-Sandy Cunningham, Team Founder
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
More than 160 years
offering financial advice
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
