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
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Todd brings over 23 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 Specialists®, 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 is 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
      • Timothy Edborg

        Timothy Edborg, CPWA®, EFC

        Senior Vice President–Wealth Management

        Financial Advisor

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

        CA Insurance License#0D30660.

        Tim has worked in the financial services industry at UBS for over 23 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.  If you would like to learn more about the international organization behind the certification, visit the website www.investmentandwealth.org  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
          • Lorri Mabee

            Lorri Mabee

            Senior Client Associate

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            • NY
            • PA

            Lorri entered the financial services industry in 1986.  And for over three decades 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 security license. She is married and has two children.

                  201 West 3rd Street
                  Jamestown, NY 14701

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                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.

                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

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