The right path toward retirement

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

Christopher Beale

Senior Vice President–Wealth Management

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Education

  • B.A. Economics, College of William & Mary
440 Monticello Ave
20th Floor
Norfolk, VA 23510
  • (757) 624-2186

Email Me

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A leading global wealth manager

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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