Lasting relationships

Understanding what matters most to you

Family photos on shelf

Over 30 years serving Procter & Gamble families

450+ P&G

Client relationships

$3 Billion

Assets under management

Our Philosophy

Our Philosophy

A team approach

A team approach

roots of tree

Exceptional financial strength and stability

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.

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

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 12/31/2022

What's going on in Washington?

Date.June 08 2023

Zoom webinar

  • John Savercool, Managing Director & Head, UBS US Office of Public Policy