Robbins Wealth Management
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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.

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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.

  • Douglas Robbins

    Douglas Robbins

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
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    View bio Industry recognition
    • 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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      View bio

              2 Belvedere Place
              Suite 220
              Mill Valley, CA 94941
              aaron.igel@ubs.com
              Aaron Igel
              2 Belvedere Place,Mill Valley,CA,94941
            • Douglas Robbins

              Douglas Robbins

              Senior Vice President–Wealth Management

              Financial Advisor

              • image
              • image
              View bio Industry recognition
              • 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

                • image
                • image
                View bio

                        2 Belvedere Place
                        Suite 220
                        Mill Valley, CA 94941
                        aaron.igel@ubs.com
                        Aaron Igel
                        2 Belvedere Place,Mill Valley,CA,94941
                      employees

                      Enduring relationships you can count on

                      Tailored advice for complex needs

                      Tailored advice for complex needs

                      Our wealth management process

                      Our wealth management process

                      UBS Year Ahead 2025

                      Roaring 20s: The next stage

                      Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                      A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                      Read the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.9+ trn

                      UBS Group invested assets
                      As of 06/30/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

                      Insights

                      Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

                      As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

                      Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

                      Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

                      Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

                      Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

                      For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

                      Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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