Your life. Your wealth. Your future.

Pursue what matters most

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Eric DeLaGarza

    Eric DeLaGarza

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • ID
    • MA
    • MD
    • ME
    • MO
    • MS
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA

          215 Washington Street
          Watertown, NY 13601
        • Gregory Couch

          Gregory Couch

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CT
          • DC
          • FL
          • GA
          • ID
          • MA
          • MD
          • ME
          • MO
          • MS
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI

                215 Washington Street
                Watertown, NY 13601
              • William Couch

                William Couch

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CT
                • DC
                • DE
                • FL
                • GA
                • IA
                • ID
                • IL
                • MA
                • MD
                • ME
                • MO
                • MS
                • MT
                • NC
                • NE
                • NH
                • NJ
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TX
                • UT
                • VA
                • VT
                • WA
                • WY

                As a founder of the Couch Group at UBS, I have been helping our clients prepare for and navigate through significant life events and financial transitions for over 20 years. These life events might be significant lifestyle changes like retirement or preparing for retirement, divorce, death of a loved one, marriage or remarriage. Or they could be in financial transitions like receiving an inheritance, selling a business or large asset, exercising stock options or maybe just contemplating major investment portfolio changes.


                My approach is a simple one: I align my experienced team of Financial Advisors with powerful resources to help you plan for your most meaningful milestones and all you hope your future can be. How exactly do we work with you? We ask many questions. And listen carefully to your answers. Questions about your lifestyle today and the lifestyle you hope to live years from now. Where you would like your children to attend college, or the level of care and comfort you hope to offer your aging parents. We can also ask about the challenges you face in your financial life.

                To learn how our comprehensive wealth management services can help you meet the challenges that these major life transitions pose to your financial security, please call us at 315-221-5352 for a complimentary consultation.

                 

                      215 Washington Street
                      Watertown, NY 13601

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

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

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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