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.
Harbor View Wealth Management Roadmap
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
Erik Seeney, Wealth Planning Strategist, UBS is joined by Lisa Snyder, Wealth Planning Strategist, UBS who will share key insights that include: Warning signs for wealthy families facing the ‘third generation rule’, How families can prepare future generations for the transfer of wealth, and Creating a culture of gratitude within multi-generational wealthy families.
A discussion with Rick Rieder (BlackRock) and Jason Draho (UBS CIO) on the road ahead for monetary policy, the economy and the markets, including considerations when it comes to positioning across multiple asset classes.
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.
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
Financial Advisor
Team Administrator
Senior Wealth Strategy Associate
Client 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
Financial Advisor
Team Administrator
Senior Wealth Strategy Associate
Client 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
