1.2 Billion
Assets under management
We believe everyone should have the knowledge and confidence to actively participate in the financial choices that shape their future. Through personalized advice, ongoing education, and trusted guidance, we help clients understand where they stand today and make informed decisions for tomorrow.
1.2 Billion
Assets under management
180
Collective years of experience
7 person
seasoned team
We provide families, executives, business owners, and charitable organizations customized strategies aligned with each client’s goals, priorities, and life transitions.
Backed by over 180 years of combined experience and $1.2 billion in assets under management (as of November 30, 2025), our collaborative approach integrates seamlessly with your trusted advisors to provide comprehensive solutions—from portfolio management and financial planning to estate strategies, lending, and charitable giving.
Our services are rooted in our commitment to C.A.R.E.: proactive communication, accountability, enduring relationships, and excellence—so you can focus on what matters most to you.
CARE—“Our commitment is built on CARE—a service standard that guides how we support every client, every day”
C—Communication: we communicate clearly, proactively, and consistently so clients always know what’s happening with their plans and their accounts.
A—Accountability: we take ownership of every request and follow-through to ensure a seamless client experience.
R—Relationship: we focus on the person first, not just the portfolio building, and foster meaningful long-term relationships grounded in trust and understanding. We get to know each client’s goals, values, and family dynamics.
E—Excellence: we hold ourselves to the highest standard and deliver service that we believe is thoughtful, accurate, and exceptional.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Portfolio Manager
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Senior Registered Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Portfolio Manager
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Senior Registered Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
By seeing the full picture, we provide access to the global resources, platforms, and expertise of UBS—bringing together Wealth Management, Asset Management, and Private and Investment Banking to support your goals.
The Global Wealth Report, now in its sixteenth edition, provides a clear and detailed picture of wealth generation and distribution in over 50 key markets across the globe, with additional deep dives into wealth topics for some of our key markets.
We hope this year’s report gives you valuable insights into the world of wealth and inspires you as you turn your financial vision into reality.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
