Wealth advice for your life's goals

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.

Mountaintop

Frederick Burrows

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • ID
  • IL
  • MD
  • MI
  • NV
  • NY
  • OH
  • RI
  • UT
  • VA
  • WA
  • WY
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
  • (805) 730-3410

Email Me

Three generations in apple orchard

Turn possibilities into a plan

US equity market outlook

Mountain climbers on peak at sunrise

A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights