Family. Wealth. For Generations.

When looking to the future, make sure you like what you see
For every client we work with, our process starts with a plan. Our advice is based on a clearly defined planning process that is designed to keep pace with your changing perspective on wealth, your family’s lifestyle and your financial priorities.

A comprehensive financial plan. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture. Because of our in-depth knowledge of clients’ financial lives, we help with everything from managing current cash flow to planning for and educating future generations.

Proactive strategies. Our goal is to create actionable strategies to help you move toward your objectives whether through investments, structuring wealth transfers, streamlining your cash and debt management, strategizing with you on a business or real estate sale or purchase, or helping you manage your tax estate and legacy objectives.

Stewards of multigenerational wealth. By focusing specifically on strategies for preserving multigenerational wealth, we can help address the complexities of your family’s financial situation. Our team will work with you and family members to provide education on estate planning and philanthropy that builds a solid plan for the next generation.

Industry designations
Jana Lisle Parham and Nick Deidiker are Certified Financial Planner™ professionals. Jana is a Certified Private Wealth Advisor. They have met rigorous requirements to obtain these certifications and provide a depth of planning acumen that can help enrich our clients’ personal and professional lives.

Your investment strategy is grounded by a carefully crafted financial plan
Through our disciplined discovery process, we’ll match your goals and objectives with a highly personalized investment strategy. We offer timely perspectives and a customized, fully-integrated suite of financial solutions designed to address your specific goals and tax situation, and to work with your existing portfolio.

You come first. Our team takes oversight and transparency very seriously. While it’s important for us to help you grow and preserve your wealth, it’s just as important to understand how your responsibilities and risk are evolving. We look at how events in your life unfold so we understand how your real-world concerns can affect your investment strategy.

Prudent asset allocation and risk management. Through our comprehensive due diligence and planning process, we can determine your family’s goals and tolerance for risk. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Customized portfolio management. We can provide a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. 

The power of analysis
Jana Lisle Parham and Chris Kirk are Certified Investment Management Analyst (CIMA^®) professionals. They have completed stringent educational components designed specifically to distinguish themselves.

^{The Portfolio Management Program (PMP) is a wrap-fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium- to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.}

^{PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash or money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

Developing the kind of trust that builds long-lasting relationships
Our team’s high-touch service model can help organize and manage all aspects of your financial world. Our mission is to develop the kind of trust and efficiency that simplifies your financial life, allows you to dedicate more of your time to what matters most to you and builds long-lasting relationships.

Attention with a personal touch. Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. We schedule regular meetings monthly, quarterly, semiannually or annually depending on what works best for you and keeps us on track to meeting your goals and objectives.

Your network of professionals. We have built strong relationships with a wide array of experts, both inside and outside of UBS. In addition, we will work closely with your team of accountants and estate attorneys, leading the effort to develop one integrated approach.

An intimate practice within a global leader. Our team draws upon the heritage of UBS AG, one of the world’s leading wealth management firms built on a 150-year tradition of serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.