Let's move forward. Together.

Pillar rock

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.

  • Cary Biren UBS

    Cary Biren

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • ID
    • MD
    • NY
    • UT

          131 South Rodeo Drive
          Suite 300
          Beverly Hills, CA 90212
          cary.biren@ubs.com
          Cary Biren
          131 South Rodeo Drive,Beverly Hills,CA,90212
        • Alan Canik UBS

          Alen Canik

          Wealth Strategy Associate

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          • AZ
          • CA
          • FL
          • IA
          • MD
          • NV
          • NY
          • UT

                131 South Rodeo Drive
                Suite 300
                Beverly Hills, CA 90212
                alen.canik@ubs.com
                Alen Canik
                131 South Rodeo Drive,Beverly Hills,CA,90212

              Connecting you to the deep resources of UBS

              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.

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              A leading global wealth manager

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              Maximize your potential wealth

              Clients sitting with advisor

              Empower your investments

              Texas

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              Support and resources

              Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

              Learn how you can get involved and make an impact through the UBS Optimus Foundation.

              The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6 trn

              UBS Group invested assets
              As of 12/31/2024

              #1

              for High Net-Worth clients

              Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

              More than 160 years

              offering financial advice

              Insights

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