Deeply rooted in your financial goals

Young turtle in sand

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pillar rock
  • Keith Photo

    Keith Seibert

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • IA
    • ID
    • IL
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA

        • Senior Portfolio Manager
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
      • James Photo

        James Laporte

        First Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • IA
        • ID
        • IL
        • KS
        • MA
        • MD
        • MI
        • MN
        • MS
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • SC
        • TX
        • UT
        • VA
        • WA

              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597
            • Teddy Photo

              Teddy Rakestraw

              Vice President–Wealth Management

              Portfolio Manager

              • image
              • image
              • AK
              • AL
              • AZ
              • CA
              • CO
              • CT
              • FL
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • MA
              • MD
              • MI
              • MN
              • MS
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • TX
              • UT
              • VA
              • WA

                  • Portfolio Manager
                  1255 Treat Blvd
                  Suite 1000
                  Walnut Creek, CA 94597
                • Campos Photo

                  Amanda Campos

                  Client Associate

                  • image
                  • image
                  • CA

                        1255 Treat Blvd
                        Suite 1000
                        Walnut Creek, CA 94597
                      • A. Rakestraw Photo

                        Amanda Rakestraw

                        Client Associate

                        • image
                        • image

                                1255 Treat Blvd
                                Suite 1000
                                Walnut Creek, CA 94597

                              Defining your priorities. Pursuing what matters.

                              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.

                              Multigenerational planning

                              Multigenerational planning

                              Portfolio management

                              Portfolio management

                              Women on the rise

                              Women on the rise

                              What's your vision?

                              We can help you bring your vision to life.

                              Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager