Tailored wealth advice

Professional guidance that helps inspire confidence

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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.

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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.

  • David Bryan Schachter Profile Picture

    David Schachter

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Dane Abbott Profile Picture

    Dane Abbott

    Vice President–Wealth Management

    Financial Advisor

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  • Tony De La Rosa Profile Picture

    Tony De La Rosa

    Vice President–Wealth Management

    Financial Advisor

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  • Petar Zvonimir Repar Profile Picture

    Petar Zvonimir Repar

    Wealth Strategy Associate

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  • Veronica Addams headshot

    Veronica Addams

    Client Service Associate

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    Christopher Bryan

    Executive Director

    Western Division Head, Portfolio Advisory Group

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    Casey Verst

    Executive Director

    Senior Wealth Strategy Consultant

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    Jeffrey Lewis

    Director

    Senior Wealth Management Banker

The unique needs of athletes and entertainers

The unique needs of athletes and entertainers

The rising generation in a new world

The rising generation in a new world

Multigenerational families

Multigenerational families

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

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

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

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