A plan for today, tomorrow and generations to come

Plan. Build. Preserve.

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.

James Negrelli

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- DC
- DE
- FL
- IL
- IN
- MA
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- SC
- VA
- WV
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
Debora Venzor, CDFA

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- VA
- WV
We focus our practice on working with individuals going through a divorce and providing clarity on the financial issues that arise during and after divorce. We understand that divorce or separation presents an emotional challenge and may create anxiety about maintaining lifestyle and financial goals. We work efficiently with you and your team of advisors, including your attorney, paralegal, accountant, and mediator to provide the tools that can help determine the best long-term settlement for you. Understanding your finances is the most critical step in moving forward in your new life of confidence and independence and we are here to help you excel every step of the way.
- Certified Divorce Financial Analyst
- Chartered SRI Counselor℠
Women investors

Sustainable investing

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
Julianne "Julie" Przeszlo

Senior Client Associate
View bio
- FL
- OH
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

James Negrelli

Senior Vice President–Wealth Management

Financial Advisor
View bio
- CA
- DC
- DE
- FL
- IL
- IN
- MA
- ME
- MI
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- SC
- VA
- WV
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
Debora Venzor, CDFA

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- ME
- MI
- NC
- NH
- NJ
- NM
- NY
- OH
- PA
- VA
- WV
We focus our practice on working with individuals going through a divorce and providing clarity on the financial issues that arise during and after divorce. We understand that divorce or separation presents an emotional challenge and may create anxiety about maintaining lifestyle and financial goals. We work efficiently with you and your team of advisors, including your attorney, paralegal, accountant, and mediator to provide the tools that can help determine the best long-term settlement for you. Understanding your finances is the most critical step in moving forward in your new life of confidence and independence and we are here to help you excel every step of the way.
- Certified Divorce Financial Analyst
- Chartered SRI Counselor℠
Women investors

Sustainable investing

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
Julianne "Julie" Przeszlo

Senior Client Associate
View bio
- FL
- OH
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

UBS Wealth Way

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use 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.}

Estate planning strategies

Helping women take charge

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

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A plan for today, tomorrow and generations to come

Plan. Build. Preserve.

James Negrelli

Debora Venzor, CDFA

Julianne "Julie" Przeszlo