Insight for every stage of your business

Decision Point Wealth Consulting

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 three generations, 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.

Co-workers

A focus on personalized access and service

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.

Business transition and succession planning

Business transition and succession planning

Multigenerational families

Multigenerational families

Helping women take charge

Helping women take charge

At which decision point are you in 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.

  • Michael Pearson

    M. Chad Pearson, CFP, CEPA, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Donis Smith

    Donis Smith, CFP, CDFA

    First Vice President–Wealth Management

    Financial Advisor

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  • William Patterson

    William "Paul" Patterson, CIMA, CEPA, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Jillian Dempsey

    Jillian Dempsey, CFP

    Wealth Management Associate

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  • Riley Stephenson

    Riley A. Stephenson

    Wealth Strategy Associate

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  • Courtenay Bickler

    Courtenay Bickler

    Client Service Associate

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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

Global leader

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

$3.1 trillion

In invested assets globally 
As of 03/31/2021

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 5/17/2021