Assets under management
Today more than ever, it takes the right team to provide you with the planning and investment solutions that can steer you confidently toward your future. At Generational Consulting Partners, our entire practice is focused on delivering advice that thoughtfully addresses the important financial challenges facing you and your family—no matter what your life stage. Because we are a multigenerational team ourselves, each of us offers our personal insights and experience with a keen understanding of how priorities shift with time and age.
A diversified team. An integrated approach.
What we feel is really important, though, is the scope of our advice. We are a diverse team of planners, portfolio managers and retirement plan specialists who focus on each critical area of wealth management. We believe, our reputation for the breadth of our knowledge and the precision and methodology of our processes has earned us the respect of our professional clients—particularly attorneys and CPAs—throughout the country. Accessing the deep resources of UBS, our team is also well-positioned to deliver Advice. Beyond investing—our comprehensive planning and investing approach that helps ensure that you have the collaboration and resources you need to make well-informed decisions as your life and goals evolve.
Understanding the complexities of securing lasting financial success, we focus on developing long-term investment strategies to help you enjoy the life you've earned.
Forbes Best-In-State Wealth Management Team, 2023
The Forbes rating is compiled by Shook Research and awarded annually in January based on information from a 12 month period ending March 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.
Assets under management
Years in business as a team
Collective years of experience
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Our team wants to learn everything we can about you because we always start with customized plan building and never a cookie cutter solution.
We’ll talk a lot about family, priorities and your personal definition of financial security. This information helps us design a road map—a plan that can turn overwhelming issues into manageable objectives. You can trust that your plan will be based on much more than investments—but on people and how we can work together to help you take care of those you love today—and for generations to come.
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.
In invested assets globally
As of 12/31/2022
UBS is a world-leading wealth manager
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020