Built by experience. Evolving with innovation.

Private Wealth Management

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At Coastal Partners, we have decades of experience delivering customized investment and risk management advice. Our Private Wealth Practice offers an invaluable combination of market insight, planning acumen and uncompromising service. With access to deep global resources and solutions across all of UBS, we are passionate about helping our clients—sophisticated families, entrepreneurs and private foundations—grow and preserve the success they’ve achieved.

Today, our team is evolving. Though our advice continues to be grounded in a strong commitment to the fundamentals of prudent portfolio management, we’ve never been better positioned to embrace innovation and the opportunities that enable us to serve you better. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will not only provide you with the financial stewardship your wealth deserves, but also with the freedom to focus on your life and those who matter most.

  • Scott Parker Profile Photo

    W. Scott Parker

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Chris Pendrak Profile Photo

    Chris Pendrak, CFA

    First Vice President–Wealth Management

    Financial Advisor

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  • Sean Riley

    Sean Riley

    First Vice President–Wealth Management

    Financial Advisor

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  • Scott Parker Jr. Profile Photo

    W. Scott Parker Jr.

    First Vice President–Wealth Management

    Financial Advisor

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  • Crystal Burls Profile Photo

    Crystal Burls

    Senior Client Service Associate

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  • Katiria Rodriguez Profile Photo

    Katiria Rodriguez

    Senior Client Service Associate

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Monetizing your business

Monetizing your business

Investing viewed through a planning lens

Investing viewed through a planning lens

Guiding endowments to their goals

Guiding endowments to their goals

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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