$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients work with the Chapman Rowland Group because we take the time to understand what is most important to them personally, professionally, and financially then tailor solutions to help them achieve their goals. We understand that asset management is not a one size fits all proposition and draw upon over 70 years of combined industry experience to deliver customized solutions for our client’s unique situations. We encourage our clients to thoroughly examine the ways in which they spend, invest, save, and transfer wealth and then partner with them throughout the journey to manage risk and simplify the complex. We help our clients reach their financial goals by providing services such as strategizing for wealth preservation in retirement, thoughtful estate planning guidance, charitable giving solutions, college education funding solutions, tax-efficient investment management, and detailed financial planning.
How do we work together? We start with a complimentary meeting to develop a plan that considers your unique family situation, financial goals, and the steps that you have already taken to reach them. From there, we tailor investment portfolios, that consider your personal and financial objectives to help you meet and exceed your financial goals then continually check in to adjust our plan to an ever-evolving market dynamic and life’s changes.
We support clients across a broad array of professional backgrounds, genders, and generations while adhering to our core principles- integrity, trust, and excellence. If you would like a second opinion surrounding your investments or don’t know where to start, we welcome the opportunity to speak further and see if we might be a suitable partner in helping you achieve your goals.
Our greatest strength is our diversity across generations, professional backgrounds, and genders. We pride ourselves in drawing from our unique backgrounds to share perspectives so that we can better understand the concerns of our clients across all generations and walks of life. We understand that our clients’ lives are not stagnant, and we pride ourselves on simplifying the complex by proactively providing tailored solutions throughout all of life’s most stressful changes. Whether our clients are welcoming a new family member to the world, mourning a death of a loved one, buying or selling a business, contemplating different professional opportunities, or transitioning out of the workforce into retirement, we act on their behalf to make financial decisions so that they can focus on the most important aspects of their personal lives.
Managing Director–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Senior Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Senior 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.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
