Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Cynthia Bassett

Senior Vice President–Wealth Management

I aim to understand clients complex needs and objectives and to offer customized solutions for their goals. I work diligently to stay abreast in a continually challenging global environment so that I may offer my clients the best solutions for their wealth management.  I work to build my business through trust, honesty, integrity and dedication.  My passion is the financial industry and I try to be better every year at what I do and adapt to our changing environment.  I always have welcomed being in the forefront of women's advancement in the field of financial advising.    My clients span three generations and some four,  as I work to achieve above average investment return with a focus on wealth management.  Many of my clients have been with me for over twenty five years.  My global travels provide me with a special perspective on an international scale. 


Most of my clients prefer to build portfolios of individual stock across sectors, following recommended percentage weightings in each issue as well as sectors. A client's age and risk tolerance is carefully considered in my recommendations.  Ideas are garnered from our two research departments – Wealth Management and Institutional/Investment Banking as well as other outside research ideas.  A laddered approach to municipal or taxable bonds is followed.  A client's portfolio and performance are carefully monitored on a quarterly or more frequent basis. Also, for further diversification of investments, or client preference, I offer a choice of managed discretionary advisory programs.  Additionally, I encourage financial goal analysis plans directed at liquidity, longevity, and legacy.  

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • MA
  • ME
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
  • (216) 621-1191

Email Me

Why does A.I. in space matter?

Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager