Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Adult couple on cell phone

Gregory Lew

Vice President–Wealth Management

Registered States:
  • AK
  • AZ
  • CA
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • MN
  • NC
  • NV
  • NY
  • OR
  • TX
  • VA
  • WA
  • WI
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 990-2742

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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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