Let's move forward. Together.

It's one thing to be a person of means. It's another to live a life of meaning.

What you do with your money over a lifetime not only affects what your life looks like, but also changes how you feel about it.

Any wealth manager will work to turn cash into savings, savings into assets, and assets into wealth. But even wealth on its own doesn’t mean anything - until you give it meaning. As seasoned wealth managers, we help our clients cultivate and secure, plan, and protect. But we also help you create a strategy that leverages what you have for your own personal goals-and tap your potential to do more, and be more, than you thought possible.

You should be proud of what you've built-and excited about what it can do.

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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.

  • Edward Dawson, CFP®, CIMA®

    Edward Dawson, CFP®, CIMA®

    Managing Director–Wealth Management

    Financial Advisor

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  • Adrianne Hoy

    Adrianne Hoy

    Authorized Officer

    Financial Advisor

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  • Patty Bribiesca, AWMA®

    Patty Bribiesca, AWMA®

    Director

    Senior Wealth Strategy Associate

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  • katherine towanda

    Katherine F. Tawoda

    Senior Client Service Associate

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Our Philosophy

Our Philosophy

Our Process

Our Process

Influence & Impact

Influence & Impact

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020