Global leader
UBS is a world-leading wealth manager
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
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.
The more successful one is, the more complex life becomes. Along the way, we all experience transition points. Marriage, children, divorce, selling a business, retirement, death of a loved one are just some of the points in life where important decisions are made. That is why we chose the name, "Decision Point Wealth Consulting". We help uniquely successful families make better financial decisions at the crucial decision points in life.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Wealth Management Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Wealth Management Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Decision Point Wealth Consulting: Capital Ideas For Business
Your business is your largest investment. On this podcast we will discuss all things business, hearing from top business professionals and business owners about key lessons learned, practice management ideas, and immediate takeaways you can implement in YOUR business. You make decisions every day which are critical to your success, and Decision Point Wealth Consulting is here to help uniquely successful business owners make better financial decisions at these crucial decision points.
Global leader
UBS is a world-leading wealth manager
$2.8 trillion
In invested assets globally
As of 06/30/2022
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 11/23/2021
