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$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Gary is a founder and senior partner of Capstone Advisors and specializes in comprehensive wealth planning for corporate executives, business owners, and wealthy families. Gary has 27 years of experience as a financial advisor with UBS Financial Services. By clearly understanding his client's personal and professional goals and objectives, he provides comprehensive advice around specific and detailed wealth management and cash flow needs. He is experienced in financial planning, cash flow analysis, insurance, and portfolio design and management. Gary has a B.S. in Engineering and an M.B.A. from the Foster Business School at the University of Washington. Gary and his wife Teri live in Kirkland and enjoy golf, running, and skiing in their free time.
Education
Credentials
Senior Vice President–Wealth Management
Gary is a founder and senior partner of Capstone Advisors and specializes in comprehensive wealth planning for corporate executives, business owners, and wealthy families. Gary has 27 years of experience as a financial advisor with UBS Financial Services. By clearly understanding his client's personal and professional goals and objectives, he provides comprehensive advice around specific and detailed wealth management and cash flow needs. He is experienced in financial planning, cash flow analysis, insurance, and portfolio design and management. Gary has a B.S. in Engineering and an M.B.A. from the Foster Business School at the University of Washington. Gary and his wife Teri live in Kirkland and enjoy golf, running, and skiing in their free time.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
