Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Creating Your Legacy

Start The Conversation

Our Process begins with a simple conversation about you. All of our plans at The DelVecchio Group are made to be molded around you and your life goals. To best serve you, we begin with what we call "the discovery stage". We gather as much information as you'd allow to generate a specialized plan for you.

Creation

After we've gathered your information we get to work. The entire team works together in collaboration to delicately create a plan that has you, your beliefs and your legacy at the center of it. This is an involved process and you are part of every decision made while creating a plan.

Implementation 

Implementation of a plan can be a complex process depending on your background and needs. The DelVecchio Group will walk you step by step through the strategic implementation process and insure mitigation of risk and proper plan execution.

Continuity 

The world and your life are dynamic. Your plan needs to be too. Your plan will adapt with the ebbs and flows of everyday life. Your plan will be reviewed regularly and adjustments will be made accordingly.

  • Michael Del Vecchio Profile Photo

    Michael Del Vecchio

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
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    • CT
    • DC
    • FL
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
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    With more than 30 years in the financial services industry, Michael utilizes a top-tier combination of investment acumen and long-term strategic perspective to construct comprehensive wealth planning solutions for clients. A graduate of Upsala College in East Orange, New Jersey, Michael resides in Del Mar, California, and has been married to his wife Diane for over 30 years, raising two children. He is an active member in a local charity, the San Diego Nice Guys and is a member of the Corporate Directors Forum. Michael enjoys his two grandchildren, running and beach life.

        • Certified Divorce Financial Analyst
        12220 El Camino Real
        Suite 400
        San Diego, CA 92130
      • Lori Robinson Profile Photo

        Lori Robinson

        First Vice President–Wealth Management

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • HI
        • ID
        • IL
        • IN
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        A Senior Partner in the DelVecchio group, Lori has been implementing financial planning strategies for clients for more than 25 years. With extensive experience in retirement, estate, and education planning, Lori takes the lead in sustaining the team’s integrated approach to client relationships. A graduate of San Diego State University with a business degree in Finance, Lori maintains an active and deep commitment to the community as a member of the Estate and Trust Committee for Rady Children's Hospital and the Friends of Downtown. Lori resides in Bay Park and is passionate about running, hiking, traveling, and family.

            • Certified Divorce Financial Analyst
            12220 El Camino Real
            Suite 400
            San Diego, CA 92130
          • Veronica Lizeth Lopez Photo

            Veronica Lopez

            Senior Client Associate

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            • AR
            • AZ
            • CA
            • CO
            • CT
            • ID
            • IN
            • MI
            • MN
            • MT
            • NE
            • NH
            • NV
            • NY
            • OR
            • PA
            • SC
            • TX
            • UT
            • WA

            Veronica enhances the client experience by assisting with Banking & Lending solutions and by responding to a full range of client service inquiries for The DelVecchio Group. Beginning at Smith Barney, her experience in the financial services industry spans over 15 years and with The DelVecchio Group for most of that time. She is a graduate of the University of California, San Diego; a native of San Diego where she currently resides. In her free time, she enjoys hiking, cooking, traveling and spending time with her family.

                  12220 El Camino Real
                  Suite 400
                  San Diego, CA 92130
                • Ryan Peterson

                  Ryan Peterson

                  Wealth Strategy Associate

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                  • CA
                  • CO
                  • ID
                  • IL
                  • IN
                  • NC
                  • NE
                  • NV
                  • NY
                  • OR
                  • PA
                  • UT

                  Ryan is a Wealth Strategy Associate with the DelVecchio Group at UBS . He is a graduate from St John's University with his MBA in Finance. In addition to his formal education, he was a member of the Marine Corp Reserves for six years. As part of his experience as a Marine Ryan took a special six-month assignment to the Republic Georgia where he trained Georgian Troops on highly specialized surveillance and telecommunications equipment. As the newest member of the DelVecchio Group Ryan is responsible for; coordinating financial planning along with portfolio management, research and general client servicing. He lives in Encinitas, California where in his free time he enjoys going for walks with his dog and taking him to the dog park.

                        12220 El Camino Real
                        Suite 400
                        San Diego, CA 92130

                      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.

                      Retirement planning

                      Retirement planning

                      Your life, wealth and future

                      Your life, wealth and future

                      Advice. Beyond investing.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      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

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      Insights