The way forward

Today, tomorrow and for generations to come

Encompass Wealth Management Group

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Mountaintop

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.

  • Jeffrey Hill Profile Photo

    Jeffrey Hill

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Keith Seibert Profile Photo

    Keith Seibert

    Senior Vice President–Wealth Management

    Financial Advisor

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  • James LaPorte Profile Photo

    James Laporte

    Vice President–Wealth Management

    Financial Advisor

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  • Teddy Rakestraw Profile Photo

    Teddy Rakestraw

    Account Vice President

    Financial Advisor

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  • Larry Van Steenhuyse Profile Photo

    Larry Van Steenhuyse, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Jeffrey Higginbotham Profile Photo

    Jeffrey Higginbotham

    Senior Vice President–Wealth Management

    Financial Advisor

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

compass

A way forward

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Best

Global private bank services, 2016-2021
Euromoney Private Banking and Wealth Management Survey, 2021

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