Lasting relationships. For all that matters

A team of rowers rowing a boat

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers

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.

  • Scott-Weierman

    Scott Weierman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Scott joined UBS in 2014 as a Senior Vice President and Senior Portfolio Manager after 14 years with Morgan Stanley.  He specializes in serving his clients through portfolio management and financial planning, emphasizing the importance of risk management.

    Scott attended the Wharton School of Business at the University of Pennsylvania to complete the Certified Investment Management Analyst designation in 2005-2006.  He also holds the designation of Certified Financial Planner, representing a standard of excellence and a high level of competency, ethics and professionalism.  He is one of the few advisors in the state that holds both designations.  In 2007, he completed the Consultants University at the Chicago Booth School of Business at the University of Chicago.  Scott graduated from the University of Utah with a degree in Finance.

    Scott has four children and currently resides in the Salt Lake Valley.  He is an avid baseball fan and coaches a competitive traveling youth baseball team.  He also enjoys Crossfit, golfing, fly fishing, skiing and mountain biking.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Utah, Finance
    • Consultants University at the Chicago Booth School of Business at the University of Chicago
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    95 State Street
    Suite 2210
    Salt Lake City, UT 84111
    scott.weierman@ubs.com
    Scott Weierman
    95 State Street,Salt Lake City,UT,84111
  • Sterling-Hanson

    Sterling Hanson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • KS
    • MD
    • MI
    • MN
    • NM
    • NV
    • PA
    • SC
    • TX
    • UT
    • VT
    • WA
    • WI
    • WY

    Sterling has been in the financial services industry since 1986.  He attended Brigham Young University and completed his BA degree at the University of Utah.  In an effort to educate investors, Sterling has taught Investment Strategy courses at the University of Utah as well as Utah Valley University.  Sterling has also been recognized as a top finisher in a national stock picking contest sponsored by Marketocracy.com.

    Sterling and his wife Doreen have been married since 1982 and have three children and five grandchildren.  In his leisure time, Sterling enjoys traveling, golfing, camping, hiking and fishing.  Over the years, Sterling has served on many charitable organizations including his local church, the Boy Scouts of America and the Draper Historic Theatre.

      • University of Utah, B.A.
      • Senior Portfolio Manager
      95 State Street
      Suite 2210
      Salt Lake City, UT 84111
      sterling.hanson@ubs.com
      Sterling Hanson
      95 State Street,Salt Lake City,UT,84111
    • Tonya-Rice

      Tonya Rice

      Senior Client Associate

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • ID
      • IN
      • KS
      • MI
      • MN
      • MT
      • NV
      • PA
      • SC
      • TX
      • UT
      • VT
      • WA
      • WI
      • WY

      Tonya has been exceeding client expectations for almost 20 years in the financial services industry. She is fully licensed and is also responsible for coaching and training other Client Associates in the firm.

            95 State Street
            Suite 2210
            Salt Lake City, UT 84111
            tonya.rice@ubs.com
            Tonya Rice
            95 State Street,Salt Lake City,UT,84111

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          Global Wealth Report 2024

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          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

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