Dynamic solutions for your changing world

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.

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Our team by the numbers

Over $22B

Assets under management

As of 05/01/2022

21 person

seasoned team

Investment professionals on the team

Individuals and families

As a UBS Private Wealth Management team, we can address your most sophisticated priorities and challenges. Our rigorous wealth management approach supports all of our planning, investment management, asset allocation, risk management and retirement and estate planning strategies. Yet, we are skilled in providing advice that goes well beyond your investment portfolio and will provide you with the insights from our firm’s 150-year heritage as a global leader in wealth management.

Retirement plan sponsors

Today it is more challenging than ever to manage the growing complexity of your plan and the needs and goals of your participants. As a Senior Institutional Consulting team specializing in retirement plans for corporations, nonprofits, municipalities and foundations, we can work with you to address each strategic decision—from structure and design to fiduciary responsibilities to employee education. Count on us to help your executives and employees confidentially prepare to get the most from your company’s incentive and benefit programs.

Alternative asset managers

Given their unique needs and regulatory requirements, our team is able to offer advice specifically for hedge fund and private equity executives and their employees. We offer highly tailored solutions that can align with your firm’s investments and risk parameters. Expect a thorough understanding of alternative investing, prudent process and strict adherence to proper policies and procedures.