A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Crane

Daniel Beheshti, CPWA®

First Vice President–Wealth Management

Private Wealth Advisor

Our practice is focused on a deep understanding of our clients’ goals and desires. Taking a goals-based approach we assist in the development of a customized financial strategy which will be measured to determine progress. Simply making investment recommendations is not enough. We provide our clients with a comprehensive, measurable plan encompassing all aspects of their financial well being to create the cash flow needed to retire when and how they want.

 

Since the challenges of reaching long-term financial goals are fundamentally behavioral, we strive to understand what is most important to you and to produce a financial plan along with an investment policy to put you in the best position to succeed. 

 

Why would you choose us? Because we value trust, honesty, and full transparency while advising clients through the inevitable up and down cycles of the financial markets. Our business philosophy is simple: proactive communication to manage the way our clients respond to those periods of euphoria near market tops and the panic and despair which are very human reactions near market bottoms. Through continuous research, patience, and discipline we successfully maintain strong relationships with our clients and help them stay the course.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • MA
  • NC
  • NV
  • NY
  • UT
  • WA

Education

  • Investment Management, Yale School Of Management
  • School Of Dental Medicine(deferred), Goethe University Frankfurt, Germany

Credentials

  • Private Wealth Advisor
10801 W Charleston Boulevard
Suite 400
Las Vegas, NV 89135
  • (702) 792-3138

Email Me

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

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