A plan for today, tomorrow and generations to come

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Ethan Stanley

    Ethan Stanley, RICP®

    Senior Vice President–Wealth Management

    Financial Advisor

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          312 Walnut Street
          Suite 3300
          Cincinnati, OH 45202
          ethan.stanley@ubs.com
          Ethan Stanley, RICP®
          312 Walnut Street,Cincinnati,OH,45202
        • Brian Breitenstein

          Brian T. Breitenstein, CFP®

          Senior Wealth Strategy Associate

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          Brian joined the team in 2022 after having spent over 17 years in the financial services industry. A Northern Kentucky native, he attended Newport Central Catholic High School before earning his Bachelor’s Degree in Finance from the University of Kentucky. 

          His main focus for the team is to provide investment solutions and in-depth financial planning to our clients. Brian's efforts throughout his career have centered on helping his clients achieve their goals. He is a CERTIFIED FINANCIAL PLANNER®™ professional and holds the Series 7 and 66 Securities Licenses as well as Life and Health Insurance Licenses. 

          Brian and his wife, Nicole, reside in Wilder, KY, with their children, Rece and Rose. He enjoys spending time with family, staying active, golfing, and rooting on the Kentucky Wildcats and Cincinnati Bengals. 

                312 Walnut Street
                Suite 3300
                Cincinnati, OH 45202
                brian.t.breitenstein@ubs.com
                Brian T. Breitenstein, CFP®
                312 Walnut Street,Cincinnati,OH,45202

              A focus on personalized access and service

              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.

              Three generations in apple orchard

              Turn possibilities into a plan

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                  Support and resources

                  Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                  Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                  The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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                  Insights

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                  Tariffs dominate the headlines, but innovation shapes the future

                  The US government’s tariffs are dominating headlines. It remains unclear how severely the recently announced tariffs will impact Switzerland. At the same time, equities have reached new all-time highs. However, risks have not yet been eliminated, and investors should expect market volatility in the near future. This volatility could be mitigated with a diversified portfolio. While President Trump may command the headlines, we believe the future belongs to transformative innovations, such as artificial intelligence. We see any potential setback in equity markets as an opportunity to increase exposure to companies that are leaders in these innovations.

                  ubs.com Aug 6, 2025

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                  Will the threat to Fed independence harm markets?

                  US President Trump has repeatedly criticized the Federal Reserve for taking too long to cut rates, raising concerns about Fed independence. A direct challenge to Fed autonomy could add to the risk premium on US Treasuries and undermine confidence in the US dollar. But our view is that the president is unlikely to take this risk. We expect Fed policy to be guided primarily by labor market and inflation data, leading to around 100 basis points of easing by June 2026.

                  ubs.com Aug 4, 2025

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