Let's move forward. Together.

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.

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Daniel Holzer

Registered States:
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8 Wright Street
3rd Floor
Wesport, CT 06880

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    Viviana Coelho

    Client Associate

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            Viviana Coelho
          Three generations in apple orchard

          Turn possibilities into a plan

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          A leading global wealth manager

          Texas

          Donor-advised funds

          Year-end charitable giving

          As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

          For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $6.9 trn

          UBS Group invested assets
          As of 10/29/2025

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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