$7 trn
UBS Group invested assets
As of 12/31/2025
Private Wealth Management
At GH Legacy Advisors, we bring energy, adaptability and a forward-looking mindset to wealth management. Our team brings more than 60 years of combined experience and offers a dynamic blend of fresh perspective and deep industry knowledge.
Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
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.
Managing Director–Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Authorized Officer
Team Administrator
Senior Registered Client Associate
Managing Director–Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Authorized Officer
Team Administrator
Senior Registered 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.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
