Meaningful Advice. Informed decisions.

Golden Gate Bridge

Year after year, Robbins Wealth Management continues to service successful individuals and families to help them simplify their financial world, manage risk and pursue their most important long-term goals. One guiding principle shapes our relationships: the right advice can make a meaningful difference in our clients' lives.

For over 25 years, we've navigated every type of market cycle and helped our clients solve their financial challenges. No matter what your objectives or your life stage, we can help you plan and invest to create the life you envision for your family and your future.

Four people meeting in glass office

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.

  • Douglas Robbins

    Douglas Robbins

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IN
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA

    Doug is a Senior Vice President–Wealth Management at UBS Mill Valley office. He has been with the firm for 25 years, having joined the predecessor firm PaineWebber in 1993. He’s gained valuable insights, not only from his own practice, but also from his father’s 30+ year wealth advisory career. Doug is a portfolio manager and wealth advisor who works side by side with families to develop and implement plans to help them attain their short and long-term goals. Doug acts as a personal CFO for his clients, helping them with every aspect of their financial lives.

    Doug was born in London and moved to the San Francisco Bay Area at the age of 5. He is a graduate of the University of California at Los Angeles with a degree in economics. He is a member of the Investment and Wealth Institute (formerly IMCA) and regularly attends continuing advanced educational seminars to keep abreast of the latest developments in investment management and financial planning. Outside of the office, Doug enjoys sailing, biking and spending time with his wife and two kids.

    Doug holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B24789

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.

    • University of California at Los Angeles, Economics
      2 Belvedere Place
      Suite 220
      Mill Valley, CA 94941
      douglas.robbins@ubs.com
      Douglas Robbins
      2 Belvedere Place,Mill Valley,CA,94941
    • Aaron Igel

      Aaron Igel

      Client Associate

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              2 Belvedere Place
              Suite 220
              Mill Valley, CA 94941
              aaron.igel@ubs.com
              Aaron Igel
              2 Belvedere Place,Mill Valley,CA,94941
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            Tailored advice for complex needs

            Our wealth management process

            Our wealth management process

            White House

            ElectionWatch 2024

            24 questions for the '24 US election

            Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

            The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

            Download the report

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            As of 06/30/2024

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