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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    Richard Gaige

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • TN
    • VA
    • WV

    I work as a financial advocate for clients providing financial advice and guidance with the goal of connecting the human side of money to their financial and investment plans. My mission is to help provide clients with the most transparent path to wealth creation and preservation, to simplify investing and planning, freeing clients to take tangible action steps that strive to maximize a family's enjoyment of their wealth.  I focus on working with Pharma/Biotech/Life Science/Tech executives along with individuals dealing with complex financial issues surrounding divorce.

    I am a Certified Financial Planner™, a member of the Institute for Divorce Financial Analysts, a holder of the Certified Divorce Financial Analyst™ credential, as well as a member of the Financial Planning Association, FPA®.  I pride myself on crafting customizable planning & investment strategies built for today's new environment.

        • CERTIFIED FINANCIAL PLANNER™
        • Certified Divorce Financial Analyst
        500 East Pratt Street
        11th Floor
        Baltimore, MD 21202
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        Wayne Thomas Lavallee, ChFC, CFP

        Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • MD
        • NC
        • NJ
        • NY
        • OH
        • OR
        • PA
        • TN
        • VA
        • WV

        For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they've worked for their whole lives to achieve.  It means striving to ensure they have the means to pursue what's important to them.  And it means understanding them as people with unique goals, values, and circumstances that determine the strategies I develop on their behalf.

        My consultative process begins with an in-depth discussion of your current finances and future objectives. We will address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we will determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

         

            • Chartered Financial Consultant
            • CERTIFIED FINANCIAL PLANNER™
            • Portfolio Manager
            500 East Pratt Street
            11th Floor
            Baltimore, MD 21202
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            Jeremy Reed

            Financial Advisor

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            • AZ
            • CA
            • CO
            • DC
            • DE
            • FL
            • GA
            • IL
            • IN
            • MD
            • MI
            • NC
            • NJ
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • WV

            Many business owners have a similar long-term plan: work hard to build my business and use it to build financial security. This plan by itself doesn’t work without careful planning and attention to detail. I work with my clients to develop tailored financial and investment strategies to help them achieve their goals. The reason my clients are successful is a combination of three ideas: a focus on you and your goals; creation of a core strategy; and ensuring you understand and believe in your strategy.

            When we spend time to develop a strategy, you become as passionate about what it will take to achieve your long term goals as you have been about building your business.

                  500 East Pratt Street
                  11th Floor
                  Baltimore, MD 21202

                The circular economy: What is it?

                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