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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Eduardo J. Gonzalez Inclan Profile Picture

    Eduardo Gonzalez

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • FL
    • GA
    • LA
    • MD
    • MO
    • NC
    • NY
    • PA
    • PR
    • TX
    • VA

    I have over 34 years of investment service experience starting my career in 1978. Over the years, I have focused on educating clients and helping them manage risk prudently to meet their goals. In 2007 my son, Fernando J. González del Valle and I teamed up and we became the González Wealth Management Group. With our clients, we emphasize on asset allocation, total portfolio management and Financial Goal Analysis with a focus on retirement income planning. We also help them with education funding, structures and estate planning.

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
        • Fernando Profile Picture

          Fernando Gonzalez

          Financial Advisor

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          • CA
          • DC
          • FL
          • GA
          • LA
          • MD
          • MO
          • NC
          • NY
          • PA
          • PR
          • TX
          • VA

                250 Munoz Rivera Avenue
                A.I Plaza, 16th Floor
                San Juan, PR 00918

              What did the Fed say?

              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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