Our team focuses on delivering customized financial strategies to make sure corporate executives are taking full advantage of their benefits packages. We are subject matter experts in providing guidance around stock grants & options, deferred compensation plans and other employer provided benefits.
We engage with clients in a highly structured, goals-based planning process to serve as the foundation for each of our relationships. Our clients understand and feel confident in their plans both during their working careers and after the transition into retirement.
Our Process
We have designed this process to give you - and us - a framework for making an informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in relation to your life goals.
1. Initial Introductory Meeting
2. Information and Goals Gathering Discussion
3. Analysis Presentation
- Are you on track to meet your family and financial goals?
- How can Harbor View improve your estate plan, tax plan, cash flow plan and/or portfolio allocation?
4. Follow-up Analysis and Action Plan
- Updated wealth analysis based on your feedback from the initial presentation
- Detailed next steps for plan implementation
5. Onboarding Paperwork and Administrative Next Steps
6. Wealth Plan Review Schedule
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Team Administrator
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Team Administrator
Senior Wealth Strategy 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
For some of life's questions you're not alone. Together we can find the answer.
With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
