2.3 Billion
Assets under management
Legacy Partners Wealth Management exists to empower tech innovators, entrepreneurs, and business owners—especially those navigating significant liquidity events—to build enduring wealth and family legacies. With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. With deep expertise in multi-generational planning and relationships spanning 40–50 years, we deliver personalized strategies that help secure futures and honor family values. As two of team members hold the CERTIFIED FINANCIAL PLANNER® designation, our team combines Silicon Valley insight with a commitment to long-term relationships, working to ensure clients thrive through every stage of life by creating a financial plan tailored to your needs.
Family is at the heart of everything we do—yours and ours. As a team bound by real family ties, we dedicate ourselves to helping your family achieve its dreams.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Travis Kelce is a 3X Super Bowl Champion and a future Hall of Famer, playing Tight End for the Kansas City Chiefs. Watch him hear pitches from two companies and find out who’ll get the funding to take their business to the next level.
What are entrepreneurs thinking about as we approach the midpoint of a decade that has brought us solid economic growth and technological
breakthroughs, but also a global pandemic and geopolitical conflicts? It’s a question we set out to explore in our first edition of the UBS Global
Entrepreneur Report.
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.
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Senior Registered Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Senior Registered Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
2.3 Billion
Assets under management
8 person
seasoned team
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
