Lasting relationships

Understanding what matters most to you

Celebrating 30 years focused on serving P&G families

450+ P&G

Client relationships

$3 Billion

Assets under management

Recognized by 11
leading financial publications

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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At a time when you’re looking for peace of mind in delegating responsibility to someone you can trust, our team of professionals will be with you every step of the way.
- Bill McCarthy, CFP Managing Partner

Cyber Security

Webinar

Jeff Lanza, Former FBI Special Agent
Craig Callery, Senior Wealth Strategy Associate, FTB Financial Services

Cyber Security

Webinar

June 30 2022
12:00 PM-1:00 PM Eastern

Speakers

Jeff Lanza, Former FBI Special Agent
Craig Callery, Senior Wealth Strategy Associate, FTB Financial Services

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Bill McCarthy, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Bill McCarthy is the leader of the FTB team and the guiding voice behind FTB's vision and strategic direction. Under Bill's leadership, he challenges and motivates our entire team to strive for excellence in everything we deliver to you.

FTB team members describe Bill as perceptive, thorough, focused and compassionate. He brings these skills to his relationships with FTB clients every day. Bill works diligently to understand each client's unique situation and tailor FTB's breadth of services to each family's individual needs.

Bill began his career at FTB after completing college. He made an immediate impact on the team and his responsibilities grew quickly. During Bill's career, he has been an integral part of the FTB leadership team, excelling in many roles over the years including associate, Financial Advisor, and the team's operational leader. From 2009-2018, Bill served as the leader for team member relations during a significant growth period for FTB as we grew the team's headcount by 50%. Demonstrating great skill in leadership and a passion for the business side of FTB, Bill was promoted in 2019 to be the leader of the team.

Bill obtained his bachelors degree in Finance from Indiana University, completed his MBA at Xavier University and attained the CFP® designation. He lives on the east side of Cincinnati with his wife, Dorrie, and their four children. In his free time, Bill enjoys spending time with his family, traveling to new places, and spending time on the golf course.
- Forbes/SHOOK Best-In-State Wealth Advisors, 2022
- Indiana University, B.S. Finance
- Xavier University, MBA
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100
Cincinnati, OH 45236
Daniel Torbeck, CFA

Managing Director–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Dan is Senior Relationship Manager and Investment Strategy leader for the team. With over 30 years of experience, Dan has been recognized as an industry leader, appearing on multiple top financial advisor lists including Barron's, Financial Times and Forbes. Dan graduated from Miami University with a B.S. in finance and attained his Chartered Financial Analyst designation in 1997. He served as one of the fourteen advisors on the UBS FA Advisory Council (FAAC) representing the firms' advisors in helping senior management make UBS a more client and FA centric firm.

Dan served as board member or as a volunteer in a number of Charities or Non-Profits including the Cincinnati Business Alliance board, Saint Ursula Athletic Booster Board, Saint Ursula Ball Chair, Saint Ursula Golf Outing chair, Easter Seals, Our Lady of the Sacred Heart Finance Committee, Blue Ash YMCA board. Away from the office Dan enjoys working out, playing golf and spending time with family. He and his wife Shari have 2 children Brian and Maddie.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020
- Financial Times Top 400 Financial Advisers, 2014, 2017
- Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020
- Miami University, B.S. Finance
- Chartered Financial Analyst®
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236
Rob Bult, CFP

Managing Director–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Rob is driven by the belief that our role as advisors is not just about numbers, but seeing a family’s potential, the potential for gaining purpose with wealth and helping families to “Maximize life today AND protect tomorrow.” Rob constantly raises the bar for how we deliver value for clients, whether it is “looking around corners” for unforeseen advice or leading initiatives to bring wellness education to clients because “wealth, without health of the body, mind and spirit, is meaningless”. These “robservations” have been engrained in FTB’s culture and help define our best-in-class service.

Rob credits his upbringing for helping shape who he is today. Growing up in a small town in Wisconsin, he learned many life lessons working in the family’s third generation bakery. Rob admits beginning the day at 3am was a tough lesson to embrace, but the daily effort to create quality products and service were repaid ten-fold by loyal delighted customers. Fascinated by books and taxes the bakery’s accountant advised on, he aspired to be a CPA. After landing a position at Deloitte, Rob fine-tuned his expertise to serving the complex compensation and tax needs of global executives. Despite a blossoming CPA career, Rob strived for more – deeper relationships, more opportunity to make an impact for families, and colleagues as passionate for helping others as he. He joined the team in 1999 and the rest, you can say, is history.

Today Rob enjoys working with high-level P&G executives, Fortune-500 CEOs and other ultra-high-net-worth families with many complex financial planning needs. He lives in Mariemont with his wife, Kara and is a proud father of two adult children, one studying animation and the other serving his county as an Officer of Marines. When he is not solving complex financial puzzles or coming up with a new robservation, he enjoys staying active cycling, skiing, traveling, and walking the family dog, Bardi (yes-named after Vince Lombardi. Go Pack Go!).
- Barron's Top 1,200 Financial Advisors, 2021, 2022
- Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022
- Ferris State University, B.S. Accountancy
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Tim DuMont, CFA

Senior Vice President–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
As the leader of our team’s investment strategy, Tim plays an essential role behind the scenes for all FTB families. Under Tim’s leadership, our investment strategy team works in concert with UBS CIO office, outside strategists and fund managers to develop FTB’s exclusive investment strategies. In addition, Tim leads the strategy team in providing investments ideas and recommendations, performing routine rebalancing and tax-loss harvesting, offering perspective on the markets, and taking action as circumstances change.

Tim also serves as the primary advisor for client families. He enjoys spending time on both sides of our industry – diving into the details of investment strategies as well as putting those strategies into action with clients as he helps them work towards their financial goals.

Tim graduated from Northern Kentucky University in 1994 and attained the Chartered Financial Analyst (CFA) designation in 2003. The CFA credential is "the highest distinction in the investment management profession", per the CFA Institute. Tim joined the FTB Financial Services team in 1998 and has been a valued member of the team ever since. In 2010, Tim was voted by the team as our FTB “player of the year” and in 2020 & 2021, Tim was honored by Forbes as one of the Best-in-state wealth advisors in Ohio. Tim is known on the team for his ability to break down complex investment concepts into simple terms, plus his quick wit and entertaining dance moves.

He is active in the community, volunteering through Junior Achievement, St. Vincent DePaul and Ronald McDonald house. In his free time, he enjoys playing golf and spending time with his wife, Tina, and their two daughters.
- Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
- Northern Kentucky University, B.S. Marketing
- Chartered Financial Analyst®
- Senior Portfolio Manager
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Kelly Wittich, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Kelly began her career as a paralegal at Greenebaum, Doll & McDonald law firm, gaining rich experience in estate planning and administration. There, she was able to hone and refine her talents, but had a desire to work more closely with families in all aspects of their financial life. In 2001, she courageously made a career change and began as a new advisor trainee with UBS. Not for the faint of heart, Kelly thrived in her new environment, quickly gaining respect, trust, and confidence of clients and experienced advisors alike. She quickly found a home FTB Financial Services as an associate advisor, working closely with families and developing those deep connections she had longed for.

Today, Kelly is a primary advisor and one of the leaders of our team, earning recognition from Forbes as a one of America’s Top Women Advisors. In addition to working closely with client families, Kelly is the thought leader on the team in the area of trust and estate planning. Kelly also leads our team’s marketing strategy. Kelly puts her heart into everything she does, especially when it comes to helping FTB families. She brings positive energy to the office every day – you can often hear her singing softly to herself as she works.

Kelly is very active in the community, spending much of her free time helping others. She is Past President and currently serves on the Prokids Board of Trustees, she is a member of the Artswave Women's Leadership Roundtable Steering Committee, and is actively involved in local charity FOATY (From Our Angels to Yours). Kelly enjoys spending time with her husband, Bill, cheering on local sports teams, and engaging in all that Cincinnati has to offer with her close-knit circle of family and friends.
- Forbes/SHOOK Best-In-State Wealth Advisors, 2022
- Forbes/SHOOK Top Women Wealth Advisors, 2020, 2021, 2022
- Mt. St. Joseph University
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Scott Cengia, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Scott is a partner with FTB Financial Services and a primary advisor for clients, working closely with them to develop personalized wealth management strategies. He is a Senior Portfolio Manager through the PMP program, a CERTIFIED FINACIAL PLANNER™, member of the group’s Investment Strategy Committee and has more than 15 years of financial services experience. He attended the University of Notre Dame, earning a B.A. from the Mendoza college of Business. He joined UBS Financial Services in 2000 following two years as a vice president with Physicians Billing Management in Cleveland, OH. Scott is active in the University of Notre Dame Monogram Club, coaches youth sports, likes deep sea fishing, and enjoys spending time with his wife, Kelly, and their four children.
- Forbes/SHOOK Best-In-State Wealth Advisors, 2021, 2022
- University of Notre Dame
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Bill McCarthy, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Bill McCarthy is the leader of the FTB team and the guiding voice behind FTB's vision and strategic direction. Under Bill's leadership, he challenges and motivates our entire team to strive for excellence in everything we deliver to you.

FTB team members describe Bill as perceptive, thorough, focused and compassionate. He brings these skills to his relationships with FTB clients every day. Bill works diligently to understand each client's unique situation and tailor FTB's breadth of services to each family's individual needs.

Bill began his career at FTB after completing college. He made an immediate impact on the team and his responsibilities grew quickly. During Bill's career, he has been an integral part of the FTB leadership team, excelling in many roles over the years including associate, Financial Advisor, and the team's operational leader. From 2009-2018, Bill served as the leader for team member relations during a significant growth period for FTB as we grew the team's headcount by 50%. Demonstrating great skill in leadership and a passion for the business side of FTB, Bill was promoted in 2019 to be the leader of the team.

Bill obtained his bachelors degree in Finance from Indiana University, completed his MBA at Xavier University and attained the CFP® designation. He lives on the east side of Cincinnati with his wife, Dorrie, and their four children. In his free time, Bill enjoys spending time with his family, traveling to new places, and spending time on the golf course.
- Forbes/SHOOK Best-In-State Wealth Advisors, 2022
- Indiana University, B.S. Finance
- Xavier University, MBA
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100
Cincinnati, OH 45236
Daniel Torbeck, CFA

Managing Director–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Dan is Senior Relationship Manager and Investment Strategy leader for the team. With over 30 years of experience, Dan has been recognized as an industry leader, appearing on multiple top financial advisor lists including Barron's, Financial Times and Forbes. Dan graduated from Miami University with a B.S. in finance and attained his Chartered Financial Analyst designation in 1997. He served as one of the fourteen advisors on the UBS FA Advisory Council (FAAC) representing the firms' advisors in helping senior management make UBS a more client and FA centric firm.

Dan served as board member or as a volunteer in a number of Charities or Non-Profits including the Cincinnati Business Alliance board, Saint Ursula Athletic Booster Board, Saint Ursula Ball Chair, Saint Ursula Golf Outing chair, Easter Seals, Our Lady of the Sacred Heart Finance Committee, Blue Ash YMCA board. Away from the office Dan enjoys working out, playing golf and spending time with family. He and his wife Shari have 2 children Brian and Maddie.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020
- Financial Times Top 400 Financial Advisers, 2014, 2017
- Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020
- Miami University, B.S. Finance
- Chartered Financial Analyst®
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236
Rob Bult, CFP

Managing Director–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Rob is driven by the belief that our role as advisors is not just about numbers, but seeing a family’s potential, the potential for gaining purpose with wealth and helping families to “Maximize life today AND protect tomorrow.” Rob constantly raises the bar for how we deliver value for clients, whether it is “looking around corners” for unforeseen advice or leading initiatives to bring wellness education to clients because “wealth, without health of the body, mind and spirit, is meaningless”. These “robservations” have been engrained in FTB’s culture and help define our best-in-class service.

Rob credits his upbringing for helping shape who he is today. Growing up in a small town in Wisconsin, he learned many life lessons working in the family’s third generation bakery. Rob admits beginning the day at 3am was a tough lesson to embrace, but the daily effort to create quality products and service were repaid ten-fold by loyal delighted customers. Fascinated by books and taxes the bakery’s accountant advised on, he aspired to be a CPA. After landing a position at Deloitte, Rob fine-tuned his expertise to serving the complex compensation and tax needs of global executives. Despite a blossoming CPA career, Rob strived for more – deeper relationships, more opportunity to make an impact for families, and colleagues as passionate for helping others as he. He joined the team in 1999 and the rest, you can say, is history.

Today Rob enjoys working with high-level P&G executives, Fortune-500 CEOs and other ultra-high-net-worth families with many complex financial planning needs. He lives in Mariemont with his wife, Kara and is a proud father of two adult children, one studying animation and the other serving his county as an Officer of Marines. When he is not solving complex financial puzzles or coming up with a new robservation, he enjoys staying active cycling, skiing, traveling, and walking the family dog, Bardi (yes-named after Vince Lombardi. Go Pack Go!).
- Barron's Top 1,200 Financial Advisors, 2021, 2022
- Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022
- Ferris State University, B.S. Accountancy
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Tim DuMont, CFA

Senior Vice President–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
As the leader of our team’s investment strategy, Tim plays an essential role behind the scenes for all FTB families. Under Tim’s leadership, our investment strategy team works in concert with UBS CIO office, outside strategists and fund managers to develop FTB’s exclusive investment strategies. In addition, Tim leads the strategy team in providing investments ideas and recommendations, performing routine rebalancing and tax-loss harvesting, offering perspective on the markets, and taking action as circumstances change.

Tim also serves as the primary advisor for client families. He enjoys spending time on both sides of our industry – diving into the details of investment strategies as well as putting those strategies into action with clients as he helps them work towards their financial goals.

Tim graduated from Northern Kentucky University in 1994 and attained the Chartered Financial Analyst (CFA) designation in 2003. The CFA credential is "the highest distinction in the investment management profession", per the CFA Institute. Tim joined the FTB Financial Services team in 1998 and has been a valued member of the team ever since. In 2010, Tim was voted by the team as our FTB “player of the year” and in 2020 & 2021, Tim was honored by Forbes as one of the Best-in-state wealth advisors in Ohio. Tim is known on the team for his ability to break down complex investment concepts into simple terms, plus his quick wit and entertaining dance moves.

He is active in the community, volunteering through Junior Achievement, St. Vincent DePaul and Ronald McDonald house. In his free time, he enjoys playing golf and spending time with his wife, Tina, and their two daughters.
- Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
- Northern Kentucky University, B.S. Marketing
- Chartered Financial Analyst®
- Senior Portfolio Manager
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Kelly Wittich, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Kelly began her career as a paralegal at Greenebaum, Doll & McDonald law firm, gaining rich experience in estate planning and administration. There, she was able to hone and refine her talents, but had a desire to work more closely with families in all aspects of their financial life. In 2001, she courageously made a career change and began as a new advisor trainee with UBS. Not for the faint of heart, Kelly thrived in her new environment, quickly gaining respect, trust, and confidence of clients and experienced advisors alike. She quickly found a home FTB Financial Services as an associate advisor, working closely with families and developing those deep connections she had longed for.

Today, Kelly is a primary advisor and one of the leaders of our team, earning recognition from Forbes as a one of America’s Top Women Advisors. In addition to working closely with client families, Kelly is the thought leader on the team in the area of trust and estate planning. Kelly also leads our team’s marketing strategy. Kelly puts her heart into everything she does, especially when it comes to helping FTB families. She brings positive energy to the office every day – you can often hear her singing softly to herself as she works.

Kelly is very active in the community, spending much of her free time helping others. She is Past President and currently serves on the Prokids Board of Trustees, she is a member of the Artswave Women's Leadership Roundtable Steering Committee, and is actively involved in local charity FOATY (From Our Angels to Yours). Kelly enjoys spending time with her husband, Bill, cheering on local sports teams, and engaging in all that Cincinnati has to offer with her close-knit circle of family and friends.
- Forbes/SHOOK Best-In-State Wealth Advisors, 2022
- Forbes/SHOOK Top Women Wealth Advisors, 2020, 2021, 2022
- Mt. St. Joseph University
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Scott Cengia, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
Rank
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Scott is a partner with FTB Financial Services and a primary advisor for clients, working closely with them to develop personalized wealth management strategies. He is a Senior Portfolio Manager through the PMP program, a CERTIFIED FINACIAL PLANNER™, member of the group’s Investment Strategy Committee and has more than 15 years of financial services experience. He attended the University of Notre Dame, earning a B.A. from the Mendoza college of Business. He joined UBS Financial Services in 2000 following two years as a vice president with Physicians Billing Management in Cleveland, OH. Scott is active in the University of Notre Dame Monogram Club, coaches youth sports, likes deep sea fishing, and enjoys spending time with his wife, Kelly, and their four children.
- Forbes/SHOOK Best-In-State Wealth Advisors, 2021, 2022
- University of Notre Dame
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Global Equity Research

Institutional Investor, 2021 Global Rankings

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

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.

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Our Philosophy

We do more than manage money.
We optimize potential.

We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.

We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.

Lasting relationships

Celebrating 30 years focused on serving P&G families

Cyber Security

Pursuing your goals together

Bill McCarthy, CFP

Daniel Torbeck, CFA

Rob Bult, CFP

Tim DuMont, CFA

Kelly Wittich, CFP

Scott Cengia, CFP

Bill McCarthy, CFP

Daniel Torbeck, CFA

Rob Bult, CFP

Tim DuMont, CFA

Kelly Wittich, CFP

Scott Cengia, CFP

Backed by the strength of UBS

A global leader in wealth management

A focus on personalized access and service

Wealth, from your point of view

Our Philosophy

A team approach

Retirement planning

Investment management

Insights

Lasting relationships

Celebrating 30 years focused on serving P&G families

Cyber Security

Cyber Security

Speakers

Supporting documents

Registration for this event

Thank you.

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Pursuing your goals together

Bill McCarthy, CFP

Daniel Torbeck, CFA

Rob Bult, CFP

Tim DuMont, CFA

Kelly Wittich, CFP

Scott Cengia, CFP

Bill McCarthy, CFP

Daniel Torbeck, CFA

Rob Bult, CFP

Tim DuMont, CFA

Kelly Wittich, CFP

Scott Cengia, CFP

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Backed by the strength of UBS

A global leader in wealth management

A focus on personalized access and service

Wealth, from your point of view

Our Philosophy

A team approach

Retirement planning

Investment management

Insights

Thank you for contacting us.

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