Your business. Your wealth. Your legacy.

As a business owner, you devote countless hours to your customers, your employees and your family. It doesn’t leave much time for thinking about what you hope to get out of the business. But pressing questions do come up: What is your business worth? When is the right time to exit? And will you be able to retire or maintain your lifestyle when you sell?

We focus on helping people find answers to those questions. Our discovery process offers business owners objective insights into where they stand today, how to grow their business and what their options are for a sale or transition. Working with your tax and legal advisors and our extensive network, we can guide you through a successful exit. And our comprehensive approach to wealth management is designed to ensure that what you’ve built endures.

From growth to maturity to exit—and beyond—we walk alongside business owners every step of the way.

- Matt Hansen, CFP®, CEPA®

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.

  • Matthew Hansen Profile Photo

    Matthew Michael "Matt" Hansen, CFP, CEPA

    Senior Vice President–Wealth Management


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  • Gabe Mendoza Profile Photo

    Gabriel Louis "Gabe" Mendoza

    Client Service Associate

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A focus on personalized access and service

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.


Developing a plan for your business

Your business is like no other. We take the time to listen and learn about your key opportunities and challenges. Then we draw on our experience and the resources of UBS to help at every stage, including:

  • Providing debt and equity resources to help build and grow your business
  • Working to maximize the value of your business well in advance of a transaction
  • Preparing you personally and financially for an eventual business exit
  • Prompting you to think about your next act and your passions for life after business

Preparing for life after a sale

You have a vision for the next phase. We work to bring it to life. Our well-designed transition plans seek to minimize taxes, manage risk and generate lifetime income to fund your dreams. We’ll also consider using sale proceeds to shape your legacy, including philanthropic and estate planning strategies. As skilled financial advisors, we can address all aspects of your situation, including:

  • Creating investment portfolios tailored to each of your goals
  • Advising you on philanthropy and giving vehicles
  • Connecting you with banking and lending services
  • Facilitating wealth transfer strategies that enact your wishes

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