$1.6 Billion
Assets under management
At CBM Wealth Management, we are an accomplished team of financial advisors who offer solutions, strategies and analysis along with the diverse experience and insight successful individuals and families need today. But beyond our knowledge and capabilities, we offer our clients what we believe is essential to our long-term relationship—advocacy.
We’re truly happy when you’ve achieved important milestones. That’s why our relationships always begin with planning—asking the right questions and helping you understand how all the pieces of your entire financial life should work together. Our conversations will help us clarify objectives, explain your cash flow needs and manage risk. Working with your other professional advisors, we can then align the right investment strategy to help you achieve your goals. Wherever you are in your life, whatever your questions, concerns or challenges, we believe our advice and advocacy can empower you to make confident decisions today and for years to come.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
At CBM Wealth Management, our relationships at the core have 4 key components:
Connection: We dig deep to create a personalized portfolio that puts your needs first
Clarity: We offer insight and transparency into the specifics of your financial picture
Confidence: We build trust through sound financial advice and advocacy
Collaboration: We ride this journey with you. Always
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Associate Director
Team Administrator
Senior Registered Client Associate
Registered Client Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Associate Director
Team Administrator
Senior Registered Client Associate
Registered Client Associate
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.
$1.6 Billion
Assets under management
3
Advisors on the team
121+
Collective years of experience
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
When advising financially successful families, we often get asked, “How can we ensure our family is successful?” The particulars of desired success can be refined differently from family to family, but what our clients are really asking is how they can sustain and grow their resources over time— for generations to come.
With the "great wealth transfer" underway, the opportunity for women is enormous. But what are the risks? And how can women better navigate the opportunities and challenges ahead?
Learn about women inheritors’ experiences with the wealth transfer process and their advice for those who expect to inherit.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
