Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

James Belknap

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Jim has 36 years of experience providing comprehensive wealth management solutions to high net worth individuals, business owners, and their families. Jim and his team provide the following wealth management services: asset and liability management, cash flow and liquidity management, trust and estate planning, insurance planning, and charitable planning. Early in his career, Jim worked as a CPA in the tax department at KPMG. This experience keeps him sensitive to the tax implications of recommended strategies. Jim graduated from the University of Notre Dame with a Business degree. He is an avid golfer and college football fan.
- University of Notre Dame, Bachelor of Science in Business Administration: 1976 - 1980
Financial planning

Retirement planning

Estate planning strategies

Philanthropy

Lending services

Multi-generational families

Business owners

Education planning

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
John Sicklesteel, CFP, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
John joined UBS in 2000 following his position as a financial advisor at Prudential Securities. John earned a Bachelor of Science degree in Business Administration with a double major in accounting and finance. He has also earned his CFP® (Certified Financial Planner); Certified Investment Management Analyst (CIMA®); and Wealth Advisor designations. In 2014, John earned the title of Senior Portfolio Manager, a designation that recognizes an advanced level of expertise in professional portfolio management. John served as the former Fundraising Chairperson for the Council of Asian Pacific Americans (CAPA) and has given his time to the Hope Warming Shelter in Pontiac. John resides in Lake Orion with his wife and two sons. He enjoys golf, fishing and outdoor activities with his family, as well as coaching youth sports such as the Lake Orion Youth Wrestling Club (LOYWC).
- Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Bachelor of Science in Business Administration, double-major accounting and finance, Central Michigan University
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Wealth Advisor
Financial planning

Long-term care planning

Retirement planning

Legacy planning

Investing

Custom portfolios

Alternative investments

Corporate executives

2301 West Big Beaver Road
Suite 800
Troy, MI 48084
Michael Lau, CIMA, CRPS

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Mike has over 37 years of investment management experience and is a leader in the industry, joining UBS in 1987. Mike holds a Bachelor of Science degree in Business Management from Oakland University and earned his Certified Investment Management Analyst (CIMA®) designation in 2007 from the Wharton School at the University of Pennsylvania. He also earned the Wealth Advisor designation from UBS in 2008 and his Chartered Retirement Plans Specialist (CRPS®) designation in 2017. Mike has been involved in a number of charitable and fundraising activities within the community, including the Older Person’s Commission of Rochester; Oakland University, Blessings in a Backpack and Leader Dogs For The Blind. Mike resides in Rochester Hills with his wife, daughter and son. He enjoys community and family focused activities including: coaching youth sports programs, golf and classic automobiles. CA License #0G60870
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Bachelor of Science in Business Management, Oakland University
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Wealth Advisor
Financial planning

Long-term care planning

Retirement planning

Investing

Alternative investments

Structured products

401(k) plan services

Lending services

2301 West Big Beaver Road
Suite 800
Troy, MI 48084
Patricia Whitney

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Patty has practiced Wealth Management for over 30 years and has been with UBS since 2009. Patty employs a holistic process to wealth management which begins with helping clients define their life and legacy goals. She then guides them through a planning process that assists with cash flow and liquidity management that gives them peace of mind as they prepare to meet those goals. In addition, she assists clients with asset allocation, portfolio management, risk protection, charitable giving, and the intergenerational transfer of wealth. Patty earned a Bachelor of Science degree in Business Administration from Marquette University and is an avid MU basketball fan. Patty is Treasurer of Variety Detroit, The Children’s Charity. She enjoys travel, skiing, golf, and boating. Patty raised 2 sons and lives in Bloomfield, MI.
- Marquette University, Bachelor of Science in Business Administration: 1979 - 1983
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Philanthropy

Legacy planning

Business succession

Women investors

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Michael Belknap, CFP

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Michael joined UBS in 2020 after his role as a Client Advisor at J.P. Morgan Asset Management. His responsibilities included delivering insights on markets, portfolio construction, & investment alternatives to financial advisors in upstate New York. This position was integral in helping financial advisors develop highly effective investment solutions to meet the financial goals & objectives of their clients.

Michael has earned his CFP® (CERTIFIED FINANCIAL PLANNER™) designation and is enrolled in the Wealth Manager Development Program at UBS. He earned a Bachelor of Science degree in Business Administration from Marquette University with a double major in finance and supply chain management. Michael enjoys golfing, skiing, music and college basketball.
- Marquette University, Bachelor of Science in Business Administration: 2009 - 2013
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Education planning

Retirement planning

Investing

Asset allocation

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Edward Peck

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- IL
- MD
- ME
- MI
- NC
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- WI
Ed has over 37 years of experience in the financial industry with a strong background in the securities industry. Ed holds a Bachelor of Science degree in Business Management from Oakland University. He joins Double Eagle Wealth Management most recently from Morgan Stanley with an extensive knowledge of brokerage industry regulations and procedures. He is a Senior Registered Client Services Associate. Ed lives in Waterford with his wife and daughter. In his spare time, he enjoys boating and golfing.
- Bachelor of Science in Business Management, Oakland University
- Senior Registered Client Associate
2301 West Big Beaver Road
Suite 800
Troy, MI 48084

James Belknap

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Jim has 36 years of experience providing comprehensive wealth management solutions to high net worth individuals, business owners, and their families. Jim and his team provide the following wealth management services: asset and liability management, cash flow and liquidity management, trust and estate planning, insurance planning, and charitable planning. Early in his career, Jim worked as a CPA in the tax department at KPMG. This experience keeps him sensitive to the tax implications of recommended strategies. Jim graduated from the University of Notre Dame with a Business degree. He is an avid golfer and college football fan.
- University of Notre Dame, Bachelor of Science in Business Administration: 1976 - 1980
Financial planning

Retirement planning

Estate planning strategies

Philanthropy

Lending services

Multi-generational families

Business owners

Education planning

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
John Sicklesteel, CFP, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
John joined UBS in 2000 following his position as a financial advisor at Prudential Securities. John earned a Bachelor of Science degree in Business Administration with a double major in accounting and finance. He has also earned his CFP® (Certified Financial Planner); Certified Investment Management Analyst (CIMA®); and Wealth Advisor designations. In 2014, John earned the title of Senior Portfolio Manager, a designation that recognizes an advanced level of expertise in professional portfolio management. John served as the former Fundraising Chairperson for the Council of Asian Pacific Americans (CAPA) and has given his time to the Hope Warming Shelter in Pontiac. John resides in Lake Orion with his wife and two sons. He enjoys golf, fishing and outdoor activities with his family, as well as coaching youth sports such as the Lake Orion Youth Wrestling Club (LOYWC).
- Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Bachelor of Science in Business Administration, double-major accounting and finance, Central Michigan University
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Wealth Advisor
Financial planning

Long-term care planning

Retirement planning

Legacy planning

Investing

Custom portfolios

Alternative investments

Corporate executives

2301 West Big Beaver Road
Suite 800
Troy, MI 48084
Michael Lau, CIMA, CRPS

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Mike has over 37 years of investment management experience and is a leader in the industry, joining UBS in 1987. Mike holds a Bachelor of Science degree in Business Management from Oakland University and earned his Certified Investment Management Analyst (CIMA®) designation in 2007 from the Wharton School at the University of Pennsylvania. He also earned the Wealth Advisor designation from UBS in 2008 and his Chartered Retirement Plans Specialist (CRPS®) designation in 2017. Mike has been involved in a number of charitable and fundraising activities within the community, including the Older Person’s Commission of Rochester; Oakland University, Blessings in a Backpack and Leader Dogs For The Blind. Mike resides in Rochester Hills with his wife, daughter and son. He enjoys community and family focused activities including: coaching youth sports programs, golf and classic automobiles. CA License #0G60870
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Bachelor of Science in Business Management, Oakland University
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Wealth Advisor
Financial planning

Long-term care planning

Retirement planning

Investing

Alternative investments

Structured products

401(k) plan services

Lending services

2301 West Big Beaver Road
Suite 800
Troy, MI 48084
Patricia Whitney

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Patty has practiced Wealth Management for over 30 years and has been with UBS since 2009. Patty employs a holistic process to wealth management which begins with helping clients define their life and legacy goals. She then guides them through a planning process that assists with cash flow and liquidity management that gives them peace of mind as they prepare to meet those goals. In addition, she assists clients with asset allocation, portfolio management, risk protection, charitable giving, and the intergenerational transfer of wealth. Patty earned a Bachelor of Science degree in Business Administration from Marquette University and is an avid MU basketball fan. Patty is Treasurer of Variety Detroit, The Children’s Charity. She enjoys travel, skiing, golf, and boating. Patty raised 2 sons and lives in Bloomfield, MI.
- Marquette University, Bachelor of Science in Business Administration: 1979 - 1983
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Philanthropy

Legacy planning

Business succession

Women investors

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Michael Belknap, CFP

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Michael joined UBS in 2020 after his role as a Client Advisor at J.P. Morgan Asset Management. His responsibilities included delivering insights on markets, portfolio construction, & investment alternatives to financial advisors in upstate New York. This position was integral in helping financial advisors develop highly effective investment solutions to meet the financial goals & objectives of their clients.

Michael has earned his CFP® (CERTIFIED FINANCIAL PLANNER™) designation and is enrolled in the Wealth Manager Development Program at UBS. He earned a Bachelor of Science degree in Business Administration from Marquette University with a double major in finance and supply chain management. Michael enjoys golfing, skiing, music and college basketball.
- Marquette University, Bachelor of Science in Business Administration: 2009 - 2013
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Education planning

Retirement planning

Investing

Asset allocation

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Edward Peck

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- IL
- MD
- ME
- MI
- NC
- NY
- OH
- PA
- SC
- TN
- TX
- UT
- WI
Ed has over 37 years of experience in the financial industry with a strong background in the securities industry. Ed holds a Bachelor of Science degree in Business Management from Oakland University. He joins Double Eagle Wealth Management most recently from Morgan Stanley with an extensive knowledge of brokerage industry regulations and procedures. He is a Senior Registered Client Services Associate. Ed lives in Waterford with his wife and daughter. In his spare time, he enjoys boating and golfing.
- Bachelor of Science in Business Management, Oakland University
- Senior Registered Client Associate
2301 West Big Beaver Road
Suite 800
Troy, MI 48084

Retirement planning

Multigenerational planning

Tailored lending and cash management

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.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Euromoney Private Banking and Wealth Management Survey, 2022

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Insights

So, is your brain aging you?

Please join us for a Webinar event held on November 30th by Dr. Marc Milstein! Click here for more details.

Keeping the aging brain young

Pat Corry, Head of Portfolio Strategy & UBS Wealth Way Solutions in the UBS Americas Chief Investment Office, and Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Solutions, CIO Americas sat down with Dr. Marc Milstein, a leading brain health expert, to discuss how our brains change as we age, surprising factors that age the brain and the costs associated with brain health issues.

Let's move forward. Together.

Pursuing your goals together

James Belknap

John Sicklesteel, CFP, CIMA

Michael Lau, CIMA, CRPS

Patricia Whitney

Michael Belknap, CFP

Edward Peck