Lasting relationships. For all that matters

Empty office

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Three generations in front yard

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.

  • Gary-Hansen

    Gary Hansen

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • IL
    • MD
    • MI
    • MN
    • NE
    • SC
    • VA
    • WI

    Gary specializes in wealth management for high-net-worth individuals and families, along with retirement plans for corporations. Gary holds an accounting degree from Gustavus Adolphus College and a J.D. and LL.M (taxation) from William Mitchell College of Law. He also attended Cambridge University, Queens' College, England. Prior to joining UBS, Gary was a Certified Financial Manager with Merrill Lynch, Managing Director with RBC Capital Markets and Tax Counsel for Cargill, Inc. Gary resides in Deephaven with his wife, Laurie, and four children: Erik, Kjersti, Bjorn and Annika.

      • Gustavus Adolphus College, Accounting
      • William Mitchell College of Law, J.D. and LL.M
      • Chartered Retirement Planning Counselor℠
      681 East Lake Street
      Wayzata, MN 55391

    The Year Ahead - Sustainable Investing

    Retirement planning

    Retirement planning

    Multigenerational planning

    Multigenerational planning

    Legacy—Wealth for others

    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.

    Backed by the strength of UBS

    A global leader in wealth management

    $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