1.2 Billion
Assets under management
Our team believes that it's more important than ever for all investors to participate in the financial decisions that impact their lives. We've found that many of our women clients leave those decisions to their partners and don't take an active role now, or plan for the future. We are committed to reversing this trend. In our work together, we want to be sure you know where you stand today, and feel confident about the decisions we help you make for tomorrow.
1.2 Billion
Assets under management
180
Collective years of experience
7 person
seasoned team
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.
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Portfolio Manager
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Registered Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Portfolio Manager
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Registered 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.
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.
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 big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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.
$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
