It all begins with trust

A focus on personalized access and service

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.

Container ship

Maximize your potential wealth

Three generations in apple orchard

Turn possibilities into a plan

Defining your priorities. Pursuing what matters.

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.

Helping women take charge

Business Owner in entryway

Advice for business owners & entrepreneurs

Mountain climbers on peak at sunrise

A leading global wealth manager

Businessman on phone in front of window

The good news is, you’re succeeding

Retirement couple holding surfboards

Retirement planning

Insights

UBS Wealth Way

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.

UBS Wealth Way

Liquidity

Liquidity

Provide cash flow for short-term expenses - to help maintain your lifestyle

Longevity

Longevity

For longer-term needs - to help improve your lifestyle

Legacy

Legacy

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

  • Entertainment and travel
  • Taxes
  • Purchasing a home

For longer-term needs - to help improve your lifestyle

  • Retirement
  • Healthcare and long-term care expenses
  • Purchasing a second home

For needs that go beyond your own - to help improve the lives of others

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

Your primary source for financial advice

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.

  • William Hrynyshyn

    William Hrynyshyn, CFP, CRPC

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MI
    • NC
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    William Hrynyshyn is a seasoned professional with more than 30 years of experience in the financial services industry. He holds a B.A. in finance from Virginia Tech and earned his CFP and CRPC designations through the College for Financial Planning. William passionately supports various women's organizations and is dedicated to mentoring, promoting and educating women in personal finance matters.

    • Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    • Virginia Tech, B.A. in Finance
    • College for Financial Planning
    • CERTIFIED FINANCIAL PLANNER®
    • Chartered Retirement Planning Counselor
    • Senior Portfolio Manager
    200 Concord Plaza Drive
    Suite 300
    San Antonio, TX 78216
    william.hrynyshyn@ubs.com
    William Hrynyshyn, CFP, CRPC
    200 Concord Plaza Drive,San Antonio,TX,78216
  • Jennifer Owen Wnuk

    Jennifer Owen Wnuk, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MI
    • NC
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    Jennifer Owen Wnuk brings over 20 years of financial services industry experience to the Hrynyshyn Group. She holds a B.A. from the University of California at Davis. Jennifer is extremely active with her family and community, frequently volunteering with her children's schools. 

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    • The University of California at Davis, B.A.
    • CERTIFIED FINANCIAL PLANNER®
    200 Concord Plaza Drive
    Suite 300
    San Antonio, TX 78216
    jennifer.wnuk@ubs.com
    Jennifer Owen Wnuk, CFP
    200 Concord Plaza Drive,San Antonio,TX,78216
  • LH head

    Lauren Hrynyshyn-Silva

    Financial Advisor

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    • AL
    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • IN
    • KY
    • LA
    • MA
    • MA
    • ME
    • MI
    • MI
    • MO
    • NC
    • NM
    • NV
    • NY
    • OH
    • OK
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    Lauren is a financial advisor with the Concierge Wealth Consulting Group based in San Antonio, Texas. She takes pride in working comprehensively with clients in an intricate and customized framework to help set them up for success.

     

    In addition to her Series 7 and 66 securities licenses, and insurance licenses, she obtained her Accredited Asset Management Specialist designation.

     

    Prior to joining the team, Lauren attended UTSA for her undergraduate studies, and went on to obtain her Doctor of Dental Surgery degree at the University of Texas Health Science Center San Antonio. She served as a general dentist and maintains her dental license, to continue to give back to the San Antonio community.

     

    Lauren has a dedicated passion to supporting professionals, women’s groups, and truly empowering clients to actively engage in their financial plan.

          200 Concord Plaza Drive
          Suite 300
          San Antonio, TX 78216
          lauren.hrynyshyn@ubs.com
          Lauren Hrynyshyn-Silva
          200 Concord Plaza Drive,San Antonio,TX,78216
        • Teresa Ilene Silva

          Teresa Cano

          Client Associate

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            Teresa Cano brings 30+ years of customer service and administrative experience to the Concierge Wealth Consulting Group.  Teresa’s roles have ranged throughout the years in various industries including Office Management, Insurance, and Travel Agent.  She joined UBS in 2019 and strives to provide exceptional customer service and support for the team. Teresa whole-heartedly believes in professionalism, patience, and a “people-first” attitude.

                  200 Concord Plaza Drive
                  Suite 300
                  San Antonio, TX 78216
                  teresa.silva@ubs.com
                  Teresa Cano
                  200 Concord Plaza Drive,San Antonio,TX,78216
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                  Alec Hrynyshyn

                  Client Associate

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                  • TX

                        200 Concord Plaza Drive
                        Suite 300
                        San Antonio, TX 78216
                        alec.hrynyshyn@ubs.com
                        Alec Hrynyshyn
                        200 Concord Plaza Drive,San Antonio,TX,78216

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                      UBS Group invested assets
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                      UBS is a leading and truly global wealth manager

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