100+
Collective years of experience
At Dellinger, Bickham, Jackman and Gaitz Wealth Management, we believe there are three key reasons why you should choose us:
We understand highly successful individuals and families
Because success is often the result of having the right advice to make the right decisions at the right time, access to the broadest range of planning and investment opportunities is critical. As Private Wealth Advisors, three who have earned the Family Office Consultant business designation, our team connects you to those opportunities—the expertise, global capabilities and financial and intellectual strengths of UBS. Committed to service that goes above and beyond, with attention to every detail, we’ll address your most important priorities and strive to make your experience with our team nothing short of outstanding. Be assured we’ll deliver the market intelligence and experience that can help inform the decisions you make for your family, your business and your legacy.
Committed to service that goes above and beyond, with attention to every detail, we’ll address your most important priorities and strive to make your experience with our team nothing short of outstanding.
100+
Collective years of experience
25+
Years in business as a team
$9 Billion
Assets under management
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager