Lasting relationships. For all that matters

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.

Co-workers

Douglas Sanker

Managing Director–Wealth Management

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • MD
  • MI
  • MO
  • MS
  • NC
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WV
18500 Lake Road
Suite 400
Rocky River, OH 44116
  • (440) 356-8062

Email Me

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.

A team approach

A team approach

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

couple on beachfront

UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights