Insight-based advice

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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.

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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.

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    Michael Gayner

    Senior Vice President–Wealth Management

    Senior Wealth Strategy Associate

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    • CA
    • MT

          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660
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          Michael Robert Hammett

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • CT
          • FL
          • ID
          • IL
          • MI
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • TN
          • TX
          • VI
          • WA
          • WY

                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
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                June Brenda Bahr

                Senior Client Associate

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                • CA
                • CO
                • CT
                • ID
                • IL
                • MI
                • MT
                • NC
                • NV
                • NY
                • TN
                • TX
                • WA

                      888 San Clemente Drive
                      Suite 300
                      Newport Beach, CA 92660

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                    UBS and Credit Suisse—stronger than ever

                    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.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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