Your life. Your wealth. Your future.

Pursue what matters most

Great Lakes Consulting Group

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

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.

Young family at the beach

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.

  • Todd Hnatyszyn

    Todd Hnatyszyn, CRPS, CEPA, EFC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WI
    • WY

    Todd brings over 25 years of investment experience, successfully navigating his clients through volatile markets. He manages private household wealth, corporate retirement plans, and endowment and foundation assets. He is a Certified Exit Planning Analyst, Chartered Retirement Plans SpecialistsSM, and Endowment and Foundation Consultant. Todd has an engineering background which gives him a unique analytical approach to financial planning. He holds Series 6, 7, 63 and 65 licenses, and is also life, and health insurance licensed. He also consults endowment, foundation, and corporate assets. He also has been a member of numerous charitable boards and finance committees through out his career.

        • Certified Exit Planning Advisor
        • Chartered Retirement Plans Specialist℠
        • Endowment & Foundation Consultant
        201 West 3rd Street
        Jamestown, NY 14701
        todd.hnatyszyn@ubs.com
        Todd Hnatyszyn, CRPS, CEPA, EFC
        201 West 3rd Street,Jamestown,NY,14701
      • Timothy Edborg

        Timothy Edborg, CPWA®, EFC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • ID
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NJ
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WI
        • WY

        CA Insurance License#0D30660.

        Tim has worked in the financial services industry at UBS for over 25 years. He is also a Certified Private Wealth Advisor (CPWA®) professional, an Institutional Consultant, and an Endowment and Foundation Consultant. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients. Tim focuses on private wealth management, financial planning, Endowment and Foundation Consulting, as well as corporate retirement consulting. He holds a Series 7, 63, 65 and several insurance licenses including CA Insurance License#0D30660. He is a past President of the Rotary Club of Jamestown and the James Prendergast Library Association. Currently, he sits on the investment committee of the Chautauqua Region Community Foundation and has served on many other local non-profit organizations and their boards through out his career. 

            • Portfolio Manager
            • Wealth Advisor
            • Certified Private Wealth Advisor®
            • Endowment & Foundation Consultant
            • Institutional Consultant, UBS Institutional Consulting Program
            201 West 3rd Street
            Jamestown, NY 14701
            timothy.edborg@ubs.com
            Timothy Edborg, CPWA®, EFC
            201 West 3rd Street,Jamestown,NY,14701
          • Lorri Mabee

            Lorri Mabee

            Senior Client Associate

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            • AZ
            • CA
            • FL
            • GA
            • NC
            • NY
            • PA
            • TN
            • TX

            Lorri entered the financial services industry in 1986.  And for over 37 years she has brought extensive technological and operational experience making her an invaluable member of our team. Providing quality customer service is the mission of every member of our team, and Lorri is our front line. She takes great pride in the personal relationships she makes with all of our clients. She currently holds the Series 7 and 66 security licenses. She is married and has two children.

                  201 West 3rd Street
                  Jamestown, NY 14701
                  lorri.mabee@ubs.com
                  Lorri Mabee
                  201 West 3rd Street,Jamestown,NY,14701
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                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

                Download the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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