Your story. Your wealth. Your plan.

Cropped New Team Photo Gallivan Group

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.

- Clark Gallivan

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.

Boys on boat

Story focused

Grandmother and granddaughter

Totally committed

meeting of 3 people

Relationship driven

Sustainability matters

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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

$10 billion

USD invested in 100% sustainable portfolios4