Let's move forward. Together.

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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.

Co-workers

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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    Eduardo Gonzalez

    Vice President–Wealth Management

    Financial Advisor

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

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
          eduardo.gonzalez1@ubs.com
          Eduardo Gonzalez
          250 Munoz Rivera Avenue,San Juan,PR,00918
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          Fernando Gonzalez

          Financial Advisor

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          • FL
          • GA
          • MA
          • MD
          • MO
          • NC
          • NY
          • PA
          • PR
          • TX
          • VA

                250 Munoz Rivera Avenue
                A.I Plaza, 16th Floor
                San Juan, PR 00918
                fernando.gonzalez@ubs.com
                Fernando Gonzalez
                250 Munoz Rivera Avenue,San Juan,PR,00918
              Three generations in apple orchard

              Turn possibilities into a plan

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              Mountain climbers on peak at sunrise

              A leading global wealth manager

              Texas

              Donor-advised funds

              Year-end charitable giving

              As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

              For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6.9 trn

              UBS Group invested assets
              As of 10/29/2025

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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