Lasting relationships. For all that matters

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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.

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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

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • IL
    • MD
    • MI
    • MN
    • NE
    • OR
    • SC
    • VA
    • WA
    • 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

    Focus on liquidity management

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    Managing wealth is our craft

    We’re committed to understanding what wealth means for you.

    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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    As of 11/07/2023

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