Private Wealth Management
At Lifestyle Services Consulting Group, we strive to help clients achieve true wealth, defined not just by financial returns, but by a life well-lived. We believe that money is a powerful tool, but its greatest value comes from supporting your health, relationships, personal growth, and overall well-being.
Our approach centers on the Four Capitals Framework, ensuring that every financial plan is designed to enhance all aspects of your life. By prioritizing what matters most, we strive to help you align your financial resources with the outcomes and experiences that truly matter. This holistic perspective is what sets our team apart and it’s the main value we bring to every client relationship.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Most clients over-focus on financial capital, but true prosperity requires more. Our team understands that real success comes from nurturing all areas: Financial, Human, Intellectual, and Social. By protecting and growing each, we help clients create a life that’s more meaningful.
• Health Capital: Energy, physical health, mental clarity, longevity
• Relationship Capital: Spouse/partner, kids, family, friends, community, reputation
• Human Capital: Skills, experiences, mindset, career, business, earning power
• Financial Capital: Investments, business interests, real estate, income, cash flow
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Financial Advisor
Registered Client Associate
Registered Client Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Financial Advisor
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.
Forbes Best-in-State Wealth Management Teams, 2023-2026
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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.
$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.
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.
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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Provide cash flow for short-term expenses - to help maintain your lifestyle
For longer-term needs - to help improve your lifestyle
For needs that go beyond your own - to help improve the lives of others
Provide cash flow for short-term expenses - to help maintain your lifestyle
For longer-term needs - to help improve your lifestyle
For needs that go beyond your own - to help improve the lives of others
