Dynamic solutions for your changing world

Flagship hero 2

Driven by our core values of collaboration, integrity, independence and passion, and supported by a world leader in institutional services and private wealth management, we’ve built a diverse team across experience, gender, race and background. Whether you’re a retirement plan sponsor or hedge fund manager, a family office or industry executive, Flagship Financial Partners has the insight and resources to help you pursue your most important goals and address the challenges within your financial world.

Positioned to deliver all of UBS
Our 21 team members, a collaboration of talent, bring complementary knowledge of wealth, investing, planning and philanthropy to institutional and private clients. Accessing global solutions and expertise across UBS, from Private Wealth Management to the UBS Investment Bank has earned us a valued seat at the tables of many multigenerational families, business owners, executives, corporations and nonprofits as they manage their financial world.

Committed to diversity
We’ve intentionally built a team as diverse as the clients we serve. Whether from race, gender or culture, we believe multiple perspectives, experiences and passions give us a greater understanding of your needs. That’s how we provide relevant insight, no matter what your goals or the challenges you face.

Flagship office locations map

Our team by the numbers

Over $22B

Assets under management

As of 05/01/2022

21 person

seasoned team


Investment professionals on the team

Multi-generational family

Individuals and families

Retirement plan sponsors

Alternative asset managers 

Endowments and foundations

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