$725 million
Assets under management
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
$725 million
Assets under management
30
Collective years of experience
Credentials that build confidence - As financial advisors, we have unique backgrounds – we're both former practicing attorneys, CERTIFIED FINANCIAL PLANNER™ Professionals and Certified Private Wealth Advisor® Professionals. Matt Fresca is a Certified Exit Planning Advisor®, while Ben Keller is a former Certified Public Accountant. As such, our training helps us better understand and address the complexities of your financial life.
Organization and coordination of your financial life - Using our unique legal, accounting and financial backgrounds, we help direct and lead discussions with other professionals to organize and coordinate all aspects of your financial life, far beyond just investments. So you can spend more time doing what's important to you.
Experience that benefits you - Having worked closely with successful families, professionals, businesses, and retirees for the past 20 years, we have the experience to understand the sophisticated issues you face and to provide simplified solutions.
Boutique practice, global resources - We operate as a boutique practice, backed by the global resources of UBS - one of the world's largest wealth managers.
Senior Vice President–Wealth Management
Senior Portfolio Manager
Account Vice President
Certified Private Wealth Advisor® Professional
Accredited Asset Management Specialist
Client Associate
Client Associate
Senior Vice President–Wealth Management
Senior Portfolio Manager
Account Vice President
Certified Private Wealth Advisor® Professional
Accredited Asset Management Specialist
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
Let's put your plan in place, for today, tomorrow and for generations to come
You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
