Begin with a plan

For your goals. For your future.

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Library

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

UBS Wealth Way

Advice. Beyond investing.

investments

Investment Management

Goals-based planning

Multigenerational families

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

Meet the Team

  • Elaine Gampel

    Elaine Gampel, CIMA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • HI
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • WA
    • WI

    Defining integrity in Wealth Management. With a career that spans more than four decades-five bear markets and three recessions-Elaine's insight and experience are reflected in the holistic solutions and clarity she delivers to her clients' financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life.


    Every day Elaine is inspired to listen and discover more about her clients' goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity, collaboration and transparency are the guiding principle in her career, in life, and top priorities in her practice.

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Boston University, B.S. Special Education
    • Southern Connecticut State University, M.S. Counseling
    • Certified Investment Management Analyst®
    370 17th Street
    Suite 4100
    Denver, CO 80202
    elaine.gampel@ubs.com
    Elaine Gampel, CIMA®
    370 17th Street,Denver,CO,80202
  • Casey Updated Photo

    Casey Minnick, CPWA®

    Director

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • HI
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • WA
    • WI

    Delivering institutional and wealth management insight to investors. While transitioning out of the Marine Corps Casey discovered her passion for financial services and joined UBS in 2016. Casey and her team bring the diversity of thought that comes with their complementary experience in both institutional and personal wealth management. Casey's goal is to find the right solution as she strives to help clients achieve their goals. Most importantly, she hopes to instill in them a sense of confidence in their financial health today and for the future.

      • United States Naval Academy, BS Aerospace Engineering
      • Georgetown University, Master's of Science in Finance
      • Certified Private Wealth Advisor®
      370 17th Street
      Suite 4100
      Denver, CO 80202
      casey.minnick@ubs.com
      Casey Minnick, CPWA®
      370 17th Street,Denver,CO,80202
    • Terri Riedel-Manary Photo

      Terri Riedel-Manary

      Senior Client Associate

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      • AZ
      • CA
      • CO
      • DE
      • FL
      • IL
      • KY
      • MA
      • MI
      • MN
      • NY
      • OH
      • OK
      • TX
      • WY

            2840 E. Skyline Drive
            Tucson
            Tucson, AZ 85718
            terri.riedel@ubs.com
            Terri Riedel-Manary
            2840 E. Skyline Drive,Tucson,AZ,85718

          Advice tailored to who you are

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          More than 160 years

          offering financial advice

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

          Our global footprint

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