Committed to you, your goals and the path forward

Private Wealth Management

Mountain top

At Gatestone Financial Partners, you and your best interests are at the center of everything we do. We built our team with purpose to combine diverse talents and capabilities, all with the commitment toward helping Gatestone clients pursue their most important goals. For more than 20 years, we have advised our clients through every type of investment environment, however challenging.

Advice across generations

Just as our clients and their families have multigenerational needs and goals, our team is multigenerational. With Gatestone, you and your family can be a client for life. Our comprehensive financial planning approach, decades of experience and access to global resources allow us to guide clients confidently along their unique paths forward.

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Family

A planning foundation

Portfolio Management

Corporate and executive services

Private wealth and family office services

Family Office Consultants (FOC)

Daniel Kilmurray and Craig Dunton are among a select group of Private Wealth Advisors who have earned the UBS business designation of Family Office Consultant (FOC). They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. As Private Wealth Advisors and FOCs, they understand the complexities of intergenerational wealth and the challenges facing their clients. Working together, they align their specific needs to the full suite of UBS capabilities and help them pursue their most important goals.

Private Wealth Advisors

  • Daniel J. Kilmurray

    Daniel J. Kilmurray, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • LA
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    Dan serves as the chief investment officer for Gatestone Financial Partners. He began his financial services career at Merrill Lynch in 1981 and transitioned to a research associate role at Laidlaw Adams and Peck in 1983, covering the entertainment, toy and game industries. In 1984, he became a financial advisor and hedge fund specialist for Kidder, Peabody & Co., which was acquired by UBS in 2000.

    Dan's more than 30 years of financial service experience, knowledge, and leadership have led to his consistently being ranked as one of UBS top advisors. Dan earned his B.A. from Lafayette College. He serves on the Committee on Investments for the Lafayette College Board of Trustees, is an active donor and former board member of the National Council for Adoption, and serves as the President of the Wilmington Fund VT.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2019, 2020, 2021
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015The Barron's rating is awarded annually in April and is based on information from the prior year Q4.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • Private Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
    • Craig Dunton

      Craig Dunton, CFP, FOC

      Managing Director–Wealth Management

      Private Wealth Advisor

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      Craig joined UBS Private Bank in 1999 working in New York, Zurich, and London. In 2001, he moved to the U.S. Wealth Management business and partnered with Dan Kilmurray to grow their advisory practice. Bringing a global perspective, Craig focuses on financial planning and wealth management, specializing in developing strategies to meet the needs of high net worth individuals. He is responsible for the implementation and review of capital allocation across our advisory business.

      Craig is a member of the Financial Planning Association and has been a speaker on the topics of planning and investments at New York Chapter events. He is an adjunct faculty member at New York University. In 2013, Craig was named to REP.'s inaugural “Top 40 Wirehouse Advisors Under 40.” He holds a B.S. from Cornell University and a graduate certificate in financial planning from New York University. Craig founded and ran a mentoring program between Cornell University alumni and New York City public high school students and is an active supporter of NYC hunger-ending initiatives.

      • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • Private Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER™
        1285 Avenue Of The Americas
        New York, NY 10019
      • William L. Einstein

        William L. Einstein

        Managing Director–Wealth Management

        Private Wealth Advisor

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        With more than 35 years in the financial services industry, Bill prides himself on finding out all he can about his clients, so he can create a full picture of their financial and life goals. By understanding his clients’ unique needs, he provides holistic wealth management that sets the course for achieving long-term success. Rooted in his deep knowledge of fixed income securities, Bill began his career in 1980 with Lebenthal and Co. Over the next 15 years, he transitioned to Salomon Brothers, Bear Stearns and First Boston. In 1995, Bill joined UBS predecessor firm PaineWebber. Throughout his career, he has been dedicated to protecting the financial well-being of his clients—primarily ultra-high net worth individuals and families—by focusing on providing comprehensive financial planning and investment management.

        Having built his practice on a disciplined and well-defined wealth management process, Bill offers guidance that is based on in-depth conversations with his clients and a thorough understanding of their goals, challenges and comfort with risk. 

        Bill earned his degree in economics from Trinity College in Hartford, CT. He has earned Series 3, 5, 7, 15, 63 and 65 securities licenses, as well as annuity and life insurance licenses. He and his wife of over 30 years have three grown children. Outside of work, Bill enjoys tennis, golf, squash, skiing, fishing and his latest passion, participating in triathlons.

        • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
        • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
          The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
        • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • Private Wealth Advisor
          100 West Putnam Ave
          2nd Floor
          Greenwich, CT 06830
        • John W. Hovekamp

          John W. Hovekamp

          Senior Vice President–Wealth Management

          Financial Advisor

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          John has over 30 years of experience in corporate executive services and developing wealth management strategies for high net worth clients going back to his joining Kidder Peabody & Co. which was acquired by UBS in 2000. He is passionate about the impact he has been able to have on clients and their families as he and his wife have three children and one grandchild.  John has a B.A. and M.A., both from Miami University.  He is an avid sailor and enjoys spending time out on the water.

          • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

              1285 Avenue Of The Americas
              New York, NY 10019
            • Anthony M. Rundella

              Anthony M. Rundella

              Senior Vice President–Wealth Management

              Financial Advisor

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              As one of the top Financial Advisors in the Workplace Wealth Services (WWS) group at UBS, Anthony Rundella has significant experience in assisting corporate executives. He provides guidance on corporate equity plans, as well as specializing in 10b5-1 plans, 10b-18 corporate stock buybacks and Rule 144 sales. Anthony has direct responsibility for numerous Fortune 100 and Fortune 500 company plans. These corporate relationships come from a variety of different sectors including financials, media, retail, defense, healthcare and consumer goods. 

              Anthony is an inaugural member of the UBS Corporate Advisory Board and the UBS Workplace Wealth Services Steering Committee which helps guide the strategic road map for the equity compensation business.  Anthony has participated in numerous panels for various aspects of equity compensation, including corporate partnerships and pre-IPO education.  He is a graduate of St. John's University.

              Anthony is an active supporter of The Sunshine Kids, a non-profit organization dedicated to children with cancer and No Greater Sacrifice (NGS), providing scholarships and resources to the children of our nation's fallen and wounded Service members.

              • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
              • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2019, 2020
                The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
              • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                  1285 Avenue Of The Americas
                  New York, NY 10019
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                  Richard Johnson

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  I am a seasoned 25 plus year veteran of the securities industry.  Having lived through several market cycles, bubbles, recessions and recoveries I have learned great respect for the importance of solid investment advice and risk tolerance.  I am a Senior Portfolio Manager in our Portfolio Management Program and also offer access to other wealth management strategies.

                  I attended Trinity Pawling High School in Pawling, New York and went on to earn a B.A. Degree with a major in Economics from Washington and Jefferson College in Pennsylvania.  I completed my formal education at Long Island University with an M.B.A. in finance.  After 2 years in the military I entered the securities industry and have been learning ever since.  My interests include golf, boats, cars and most spectator sports. 

                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                        1285 Avenue Of The Americas
                        New York, NY 10019
                      • Stephen J. Blaber

                        Stephen J. Blaber

                        Senior Vice President–Wealth Management

                        Private Wealth Advisor

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                        Steve began his career in financial services at Fleet National Bank in 1981. Following business school, he joined the fixed income training program at Manufacturers Hanover Trust in 1986. Steve was hired by PaineWebber in 1992 as a regional institutional salesperson for the municipal bond department. In 2010, he joined our team, where he applies his extensive knowledge of municipal issuers and credit structures to advise clients in the management of municipal securities portfolios. Steve received his B.A. from College of the Holy Cross in 1981 and his M.B.A. from Columbia Business School in 1986.
                        • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                          • Private Wealth Advisor
                          1285 Avenue Of The Americas
                          New York, NY 10019
                        • Andrew Megee

                          Andrew Megee, CFP

                          Senior Vice President–Wealth Management

                          Corporate Stock Benefit Consultant

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                          Andy began his career with UBS in the summer of 2011 as a member of the Graduate Training Program. Most recently, he worked as a taxable and municipal bond specialist. Andy, who joined The KDR Group in 2014, leverages his diverse background to assist with our municipal bond portfolio management and the delivery of our wealth management services. He is a CERTIFIED FINANCIAL PLANNER™ as well as a Corporate Stock Benefit Consultant and specializes in customizing financial plans for individuals and their families. Andy received a B.A. from Yale University.

                          • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                            • Corporate Stock Benefit Consultant
                            • CERTIFIED FINANCIAL PLANNER™
                            1285 Avenue Of The Americas
                            New York, NY 10019
                          • John Austin Alex

                            John Austin Alex, CFP

                            Financial Advisor

                            Corporate Stock Benefit Consultant

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                            John has been with UBS since 2006 and provides clients with wealth management services, focusing on both financial and retirement planning. He is a Corporate Stock Benefit Consultant and works with clients to develop strategies to protect them from the risks associated with concentrated stock positions. He also has experience in assisting corporate executives with their equity awards, including stock options, restricted stock, and 10b5-1 plans. He earned his B.S. from Fairleigh Dickinson University.

                            • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                              • Corporate Stock Benefit Consultant
                              • CERTIFIED FINANCIAL PLANNER™
                              1285 Avenue Of The Americas
                              New York, NY 10019
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                              William Einstein

                              Director

                              Financial Advisor

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                              • VA
                              • VI
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                              • WV
                              • WY

                                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                    1285 Avenue Of The Americas
                                    New York, NY 10019
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                                    Timothy Johnson

                                    Financial Advisor

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                                    I attended John Jay High School in Cross River, New York and continued on to receive my bachelors degree in Business Management from Moravian College.

                                    I am FINRA-registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance.  I joined UBS in January 2015 with a focus on financial planning and client relations.

                                    My interests include golf, skiing, traveling, and being involved in my local community.

                                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                          1285 Avenue Of The Americas
                                          New York, NY 10019
                                        • Joseph R. Carrino

                                          Joseph R. Carrino

                                          Investment Associate

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                                          Joe serves as the head trader for the team. He spent a year at the investment banking firm Hornblower & Weeks prior to joining UBS in 2000. At UBS Joe has specialized in the trading and execution of equity, debt, derivatives, foreign exchange and commodities. He manages all transaction activities for our team. Joe holds a B.S. from Arizona State University.

                                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                1285 Avenue Of The Americas
                                                New York, NY 10019
                                              • Amy Leff-Temple

                                                Amy Leff-Temple

                                                Team Administrator

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                                                • OR
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                                                • PR
                                                • RI
                                                • SC
                                                • SD
                                                • TN
                                                • TX
                                                • UT
                                                • VA
                                                • VI
                                                • VT
                                                • WA
                                                • WI
                                                • WV
                                                • WY
                                                Amy is the team administrator for our wealth management services. In 1991, she joined Kidder, Peabody & Co., which was acquired by UBS in 2000. Amy formerly held positions with Merrill Lynch, Shearson Lehman and Prudential. She is responsible for taking care of clients’ day-to-day service needs and oversees client on boarding, administrative and processing functions. Amy received her B.A. from SUNY College at Oneonta.

                                                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                      1285 Avenue Of The Americas
                                                      New York, NY 10019
                                                    • Gwen L. Jordan

                                                      Gwen L. Jordan

                                                      Team Administrator

                                                      Corporate Stock Benefit Consultant

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                                                      • AK
                                                      • AL
                                                      • AR
                                                      • AZ
                                                      • CA
                                                      • CO
                                                      • CT
                                                      • DC
                                                      • DE
                                                      • FL
                                                      • GA
                                                      • HI
                                                      • IA
                                                      • ID
                                                      • IL
                                                      • IN
                                                      • KS
                                                      • KY
                                                      • LA
                                                      • MA
                                                      • MD
                                                      • ME
                                                      • MI
                                                      • MN
                                                      • MO
                                                      • MS
                                                      • MT
                                                      • NC
                                                      • ND
                                                      • NE
                                                      • NH
                                                      • NJ
                                                      • NM
                                                      • NV
                                                      • NY
                                                      • OH
                                                      • OK
                                                      • OR
                                                      • PA
                                                      • PR
                                                      • RI
                                                      • SC
                                                      • SD
                                                      • TN
                                                      • TX
                                                      • UT
                                                      • VA
                                                      • VI
                                                      • VT
                                                      • WA
                                                      • WI
                                                      • WV
                                                      • WY
                                                      Gwen is the team administrator for our corporate services. She joined UBS in 2000 after working for Prudential. Gwen is responsible for taking care of clients’ day-to-day service needs and oversees client on boarding, administrative and processing functions. Additionally, she is one of the specialists that works with our Corporate Stock Benefit plans. Gwen holds a B.A. from the University of Maryland.

                                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                          • Corporate Stock Benefit Consultant
                                                          1285 Avenue Of The Americas
                                                          New York, NY 10019
                                                        •  Maureen E. Kelly

                                                          Maureen E. Kelly

                                                          Senior Wealth Strategy Associate

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                                                          • AL
                                                          • CA
                                                          • CO
                                                          • CT
                                                          • DC
                                                          • FL
                                                          • IL
                                                          • MA
                                                          • ME
                                                          • MI
                                                          • NH
                                                          • NJ
                                                          • NY
                                                          • PA
                                                          • RI
                                                          • TX
                                                          • VA
                                                          • WA

                                                          Maureen began her career in financial services in 1991 with Smith Barney and joined UBS predecessor firm, PaineWebber, in 1994. Maureen and Bill have worked together since 1998.

                                                          Working primarily with affluent individuals and families, Maureen is dedicated to helping clients build more than a financial plan, but also a life plan focused on their individual goals and needs. Beyond investment management, Maureen understands that clients want superior service and holistic wealth management that is centered on their individual financial situation.

                                                          Maureen grew up on Long Island, and after living in New York City and Hoboken for over 20 years, she now resides in Babylon, NY. She studied accounting at the New York Institute of Technology and has earned Series 3, 7, 63 and 66 securities licenses, as well as annuity and life insurance licenses. Outside of work, Maureen enjoys skiing, hiking, traveling and spending quality time with her family, friends and chocolate lab, Luna.

                                                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                1285 Avenue Of The Americas
                                                                New York, NY 10019
                                                              • Cynthia Guzman

                                                                Cynthia Guzman

                                                                Client Associate

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                                                                  Cynthia is the Client Service Associate for our wealth management business. She joined UBS in 2012 as a branch service associate, working in the Operations Department. She transitioned from branch operations to a client facing role in April of 2015. She is responsible for taking care of clients' day-to-day service needs and oversees client on-boarding, administrative, and processing functions. Cynthia received her B.B.A. degree from Pace University.

                                                                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                        1285 Avenue Of The Americas
                                                                        New York, NY 10019
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                                                                        Keyrn Gordon

                                                                        Senior Wealth Strategy Associate

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                                                                        • CA
                                                                        • CT
                                                                        • FL
                                                                        • MA
                                                                        • MD
                                                                        • MI
                                                                        • NC
                                                                        • NJ
                                                                        • NY
                                                                        • PA
                                                                        • SC
                                                                        • TX
                                                                        • VA
                                                                        • WY

                                                                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                              1285 Avenue Of The Americas
                                                                              New York, NY 10019
                                                                            • Nica Hovekamp

                                                                              Nica Hovekamp

                                                                              Client Associate

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                                                                                Nica is a Client Service Associate for our wealth management business. She started as an intern at UBS while in college and ultimately took a fulltime position in 2017. Nica is responsible for taking care of clients' day-to-day service needs and oversees client on-boarding, administrative, and processing functions. She received her B.A. degree from Hunter College in New York City.

                                                                                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                      1285 Avenue Of The Americas
                                                                                      New York, NY 10019
                                                                                    • Adam Howard

                                                                                      Adam Howard

                                                                                      Team Administrator

                                                                                      Corporate Stock Benefit Consultant

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                                                                                      • AK
                                                                                      • AL
                                                                                      • AR
                                                                                      • AZ
                                                                                      • CA
                                                                                      • CO
                                                                                      • CT
                                                                                      • DC
                                                                                      • DE
                                                                                      • FL
                                                                                      • GA
                                                                                      • HI
                                                                                      • IA
                                                                                      • ID
                                                                                      • IL
                                                                                      • IN
                                                                                      • KS
                                                                                      • KY
                                                                                      • LA
                                                                                      • MA
                                                                                      • MD
                                                                                      • ME
                                                                                      • MI
                                                                                      • MN
                                                                                      • MO
                                                                                      • MS
                                                                                      • MT
                                                                                      • NC
                                                                                      • ND
                                                                                      • NE
                                                                                      • NH
                                                                                      • NJ
                                                                                      • NM
                                                                                      • NV
                                                                                      • NY
                                                                                      • OH
                                                                                      • OK
                                                                                      • OR
                                                                                      • PA
                                                                                      • PR
                                                                                      • RI
                                                                                      • SC
                                                                                      • SD
                                                                                      • TN
                                                                                      • TX
                                                                                      • UT
                                                                                      • VA
                                                                                      • VI
                                                                                      • VT
                                                                                      • WA
                                                                                      • WI
                                                                                      • WV
                                                                                      • WY

                                                                                      Prior to joining our team, Adam worked as a client associate in our 200 Park Avenue office for 15 months where he obtained his Series 7 & 66 licenses and became registered.  Before that, he worked in the Service Group for 6 months – primarily in tax reporting and account opening and maintenance. Adam graduated from Seton Hall University in 2016 with a B.S. in Economics and Finance. Adam lives in Brooklyn and enjoys attending sporting events and concerts in his spare time.

                                                                                       

                                                                                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                          • Corporate Stock Benefit Consultant
                                                                                          1285 Avenue Of The Americas
                                                                                          New York, NY 10019
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                                                                                          Will Gilbert

                                                                                          Client Associate

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                                                                                              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                                                                                  1285 Avenue Of The Americas
                                                                                                  New York, NY 10019

                                                                                                The proof is in our numbers

                                                                                                6+ billion

                                                                                                Assets under management

                                                                                                20 person

                                                                                                seasoned team

                                                                                                150+

                                                                                                Collective years of experience


                                                                                                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

                                                                                                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.