$3.3 trillion
In invested assets globally
As of 12/31/2021
What does your wealth mean to you? For some individuals, wealth represents freedom from worry. For others, it conveys exciting possibilities. Your story is like no other. It requires an experienced financial advisory team.
We are a multigenerational team of experienced Financial Advisors. For nearly 40 years, we have been affiliated with a single firm—UBS. Founded by Gally Gallivan, and continued under his son Clark’s leadership, our team has been stable and dependable. Clients can feel confident that we will be here for them and future generations.
In everything we do, we seek to enhance your life and empower your legacy.
Our success is dependent on the relationships we develop and build with our clients and their families.
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.
Seek returns and drive change through sustainable investing
Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.
$3.3 trillion
In invested assets globally
As of 12/31/2021
Global leader
UBS is a world-leading wealth manager
$10 billion
USD invested in 100% sustainable portfolios4
4ubs.com/Impact/2/2020