Financial planning tailored to your goals

Gibbs-Cates Wealth Management - Team Photo

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Train mountains

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.

  • Bonnie Gibbs - Profile Photo

    Bonnie Gibbs, CFP®, CIMA®, CDFA

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Brian C. Cates - Profile Photo

    Brian C. Cates, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Michael C. Cates - Profile Photo

    Michael Cates CFP®

    Financial Advisor

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    Lindsey Miller

    Client Service Associate

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Helping women take charge

Helping women take charge

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Multigenerational families

Multigenerational families

UBS Wealth Way

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

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