The right moves for your financial future

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.

  • Jeff Hamilton UBS

    Jeffery Hamilton

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • FL
    • GA
    • HI
    • ID
    • IL
    • KS
    • MO
    • NY
    • OK
    • OR
    • TX
    • UT
    • WA

    Jeff has worked in Wealth Management for 18 years and joined UBS in 2013. Prior to joining UBS, he spent 8 years at Merrill Lynch as a Vice President in Wealth Management. Before entering into the Financial Services Industry, Jeff worked in Healthcare Technology for 12 years managing sales teams in Southern California. Jeff graduated with an Economics Degree from the University of Kansas.


    Jeff resides in Newport Beach, CA with his lovely wife, Beth. They have 2 sons, Jake and Asher, who are attending college. In his spare time, Jeff is an assistant basketball coach for Corona Del Mar High School and also enjoys travel and golf.

    • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Kansas, Economics, B.A.
      Financial planning
      Legacy planning
      Estate planning strategies
      Business succession
      Executive compensation
      Multi-generational families
      Business owners
      Philanthropy
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
    • Jo Guinane-Jones UBS

      Jo-Anne Louise Guinane-Jones

      Authorized Officer

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • ID
      • IL
      • KS
      • MO
      • NY
      • OK
      • OR
      • TX
      • WA

      Jo has more than 15 years of client relation and operational experience. She joined The Hamilton Group in 2012. In her current role as Senior Relationship Manager, she is responsible for assisting clients with all portfolio management, performance reporting, and investment research as well assisting her team in client conversations by actively listening to the client needs to assist in the development of wealth management plans.

      Jo resides in Orange County with her husband Neil and her 2 children, Spencer and Sidney. In her free time she enjoys fitness, reading and entertaining friends.

            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
          • Gretchen Buehner UBS

            Gretchen Buehner

            Senior Client Associate

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • HI
            • ID
            • IL
            • IN
            • MA
            • MD
            • MI
            • MO
            • MT
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OK
            • OR
            • PA
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WY

            Gretchen joined UBS in 2004 and currently holds Series 7 and 66 Securities Licenses. Gretchen's background includes administration, operations and marketing and strives to make your experience a smooth and pleasant journey.

            Gretchen began her career in the financial industry in 2000 in Overland Park Kansas then moved back to Orange County where she enjoys sports, travel, music and spending time with her nephews.

            Gretchen graduated Cum Laude with a Bachelors degree from Metropolitan State College of Denver.

                  888 San Clemente Drive
                  Suite 300
                  Newport Beach, CA 92660
                Business transition and succession planning

                Business transition and succession planning

                Focus on liquidity management

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                A way forward

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                #1

                For Ultra-High Net Worth clients

                Euromoney Private Banking and Wealth Management Survey, 2016-2020

                Global leader

                UBS is a world-leading wealth manager

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