Lasting relationships. For all that matters

Hartlieb and Chleborad Team Photo - 2024

Thoughtful perspectives. Proactive service

The complexity of today’s global economy can be 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 experienced advisory team that understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs. With a team of advisors spanning decades of experience, we take pride in building and maintaining relationships that last for generations. We go beyond just money management – with tailored planning at the core of everything we do. Combined with the resources of UBS, we're ready to help you, your business and your family unlock opportunity, preserve wealth and secure your legacy.

When it comes to advice and your wealth, we take a long-term, fiduciary perspective in all that we do. Successful families demand it, and we believe it’s why so many of our relationships span several generations.

- Charles "Chuck" Hartlieb UBS

Meet the team

Our 5-member team is committed to the highest standard of service. With 3 investment professionals and 2 associates, we take pride in delivering a personalized experience that leads to lasting relationships.

  • chuck 2024

    Charles Hartlieb

    Managing Director–Wealth Management

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI

    Chuck is the senior partner at Hartlieb & Chleborad, responsible for strategic leadership of the team’s advisory services. With more than 22 years of industry experience, he is a trusted advisor to high-net-worth households across the country. Chuck’s expertise includes portfolio management, advising multigenerational families, and aligning his clients’ investments with their tax and estate plans. More importantly, his greatest passion is building lasting relationships with clients.

    With a deep understanding of his client’s goals in mind, Chuck creates solutions that help his clients achieve their financial dreams and secure their legacies. He directs the team’s discretionary asset management platform to mitigate risk and capitalize on investment opportunities. Chuck is committed to the highest standard of care and has been a consistent presence for his clients throughout their financial lives.

    He obtained a BA in Finance from the University of Iowa. While in college, Chuck was named the Honda National Scholar Athlete of the Year in 1988. He and his wife, Libby, reside in Clive, Iowa where they raised four children. When he’s not serving clients, you’ll find him happily chasing after his two grandchildren.

    • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

        1075 Jordan Creek Pkwy
        Suite 100
        West Des Moines, IA 50266
        chuck.hartlieb@ubs.com
        Charles Hartlieb
        1075 Jordan Creek Pkwy,West Des Moines,IA,50266
      • Bob 2024

        Robert Chleborad, CFA

        Senior Vice President–Wealth Management

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NE
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • VA
        • WA
        • WI

        Bob is a partner and Senior Vice President of Wealth Management for the Hartlieb & Chleborad team at UBS. He is a Retirement Plan Consultant, a UBS Institutional Consultant, and a Senior Portfolio Manager.  With expertise in investment analysis, Bob specializes in constructing portfolios that are custom-tailored to meet his clients’ needs.

        He began his investment career in 1994 and has been with UBS since 2011. With first-hand experience through several market cycles, Bob understands the important roles that cash-flow planning and asset location play in securing your financial legacy. He has worked with multigenerational high-net-worth families, as well as foundations, endowments, and other institutional investors. Bob is also versed in estate planning, retirement planning, and charitable giving.

        Bob obtained a BBA in Finance from Iowa State University. In addition, he received his MBA from Drake University and is a Chartered Financial Analyst (CFA charterholder).

        Bob and his wife, Martha, reside in the Des Moines area. He enjoys keeping up with his three children, as well as tennis, pickleball, cooking, and traveling. Bob is involved in the community and his church, currently serving on the St. Pius Finance Council.

            • Chartered Financial Analyst®
            1075 Jordan Creek Pkwy
            Suite 100
            West Des Moines, IA 50266
            robert.chleborad@ubs.com
            Robert Chleborad, CFA
            1075 Jordan Creek Pkwy,West Des Moines,IA,50266
          • Headshot 2024

            James Morris, CFA

            Financial Advisor

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            • IA

            James joined the Hartlieb & Chleborad team in 2024. His responsibilities include financial planning, portfolio construction, and business development. James is a passionate investment professional who enjoys helping his clients draft and execute their winning financial strategy.

            He began his finance career in 2017. James most recently worked at a large institutional manager where he helped oversee a portfolio of alternative investments. He is experienced in complex portfolio construction and private investment origination.

            James graduated cum laude from the University of Iowa with a BS in Political Science. At Iowa he was voted Captain of the football team and awarded the Big Ten Medal of Honor. In addition, he received his MBA and Master of Finance degrees from Indiana University and is a Chartered Financial Analyst (CFA charterholder).

            He lives in rural Madison County, Iowa with his wife, Taylor, and their two young children. When he’s not working, James enjoys reading and spending time with his family outdoors. He currently serves as a board member for the Madison County Foundation for Environmental Education (MCFEE).

                • Chartered Financial Analyst®
                1075 Jordan Creek Pkwy
                Suite 100
                West Des Moines, IA 50266
                j.morris@ubs.com
                James Morris, CFA
                1075 Jordan Creek Pkwy,West Des Moines,IA,50266
              • Wynn 2024

                Wynn Walters

                Senior Registered Client Associate

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                • IA

                Wynn is a Senior Registered Client Service Associate with Hartlieb & Chleborad. Her responsibilities include all operational aspects of the client relationship. She started her finance career in 1996. With more than 28 years of client-service experience, Wynn understands that operational excellence is a crucial pillar in successful wealth planning.

                Wynn obtained a bachelors degree in Spanish and French from the University of Illinois and holds a degree in court reporting from the American Institute of Business. She has passed FINRA series 7, 63, and 66 exams.

                Wynn lives in West Des Moines, Iowa. She is a proud “favorite” aunt to her six nieces and nephews. When she’s not at work, you’ll find Wynn on the golf course with her friends, at home cooking a new recipe, or volunteering in the community. Wynn is a repeat volunteer for the Principal Charity Classic, John Deere Classic, Mentor Iowa, and Des Moines Art Festival.

                      1075 Jordan Creek Pkwy
                      Suite 100
                      West Des Moines, IA 50266
                      wynn.a.walters@ubs.com
                      Wynn Walters
                      1075 Jordan Creek Pkwy,West Des Moines,IA,50266
                    • Ashley 2024

                      Ashley Peter

                      Team Administrator

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                      • IA
                      • NE

                      As the Team Administrator for Hartlieb & Chleborad, Ashley is a standard-bearer for the firm’s commitment to client service. From account maintenance to cash flow management, she ensures the team delivers on its pledge to clients.

                      Ashley began her career in financial services in 2005. She graduated from Des Moines Area Community College with a degree in Business Administration and has passed FINRA series 7, 63, and 65 exams.

                      Ashley and her husband, Steve, live in Warren County, Iowa with their two children. Outside of work she stays busy with her kid’s activities. Ashley enjoys the outdoors and traveling to visit extended family.

                       

                            1075 Jordan Creek Pkwy
                            Suite 100
                            West Des Moines, IA 50266
                            ashley.peter@ubs.com
                            Ashley Peter
                            1075 Jordan Creek Pkwy,West Des Moines,IA,50266

                          Tailored planning. Global resources

                          As a designated UBS Private Wealth Management team, we’re focused on serving the complex needs of successful families. Whatever your situation, the Hartlieb & Chleborad team, backed by the global resources of UBS, has the breadth of expertise to help you execute your plan. From multigenerational families considering wealth transfer options, or business owners at critical steps in their journey, to executive professionals just beginning the planning process, we are a trusted source for bespoke wealth solutions.

                          Tailored planning. Global resources

                          Wealth planning across generations

                          Wealth Planning

                          Wealth planning across generations

                          Smart planning for executives

                          smart planning

                          Smart planning for executives

                          Planning for the life of your business

                          on phone

                          Planning for the life of your business

                          Wealth Planning

                          Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.

                          Understanding the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

                          Our approach helps foster family communication and provide education across generations to help define and support your long-term vision.

                          smart planning

                          We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

                          Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

                          Learn more

                          on phone

                          Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

                          And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.9+ trn

                          UBS Group invested assets
                          As of 06/30/2024

                          More than 160 years

                          offering financial advice

                          51 countries

                          Our global footprint

                          One relationship. All of UBS Private Wealth

                          When you partner with the Hartlieb & Chleborad team, you’re unlocking the resources of a leading global investment manager in UBS AG. Our combined expertise includes portfolio management, advanced planning, private and investment banking, and much more. As your trusted advisor, we’re prepared to deliver the full breath of UBS to your wealth plan.

                          Woman with architectural plans

                          A plan to simplify your financial life

                          Retirement couple holding surfboards

                          Retirement planning

                          Man working on laptop during virtual call

                          Planning for a changing tax landscape

                          cleaners

                          Business transition & succession planning

                          Adult children with parents

                          Dividing wealth across generations

                          Swimmer in water

                          The unique needs of athletes and entertainers

                          1075 Jordan Creek Pkwy
                          Suite 100
                          West Des Moines, IA 50266

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