Professional guidance that helps inspire confidence
At Howell Wealth Consulting Group, we are not only experienced wealth managers and problem solvers. We are innovative thinkers who understand what drives entrepreneurs and share the same passion for ingenious ideas and creative solutions.
Over the last 20 years, we have worked closely with various industry professionals who have chosen us to help them explore new ventures and further their business and personal aspirations through tailored financial planning and portfolio management. Our team of enthusiastic collaborators can provide the advice you need to help seize opportunities, manage risk, and pursue your definition of success.
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.
We work with a range of professionals across an array of fields, including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges.
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.
With an understanding of 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 for your wealth.
Your foundation or endowment is unique. We take the time to look at it holistically, and to understand its distinctive financial situation. With that clarity, we deliver an investment plan that reflects your needs and long-term goals. We’ll collaborate closely with your investment committee to help you make the greatest impact.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Money management that puts your best interests first
Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.
A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.
Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.
Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Achieving your organization’s mission is your priority. We’re here to help you maximize the rewards and minimize the challenges. We look at each aspect of your organization and will work with you on reviewing everything from your philanthropic mission and decision-making process to your investment philosophy and financial goals.
With over 22 years of experience, Brad Howell is an industry leader and is one of a small number of UBS Financial Advisors who have earned the designation of Managing Director-Wealth Management. With over four consecutive years on the Forbes Best-in-State Wealth Advisors list, he provides various financial services and highly personalized wealth management advice to help individuals achieve their financial goals and aspirations.
Brad and his team at Howell Wealth Consulting Group focus on providing comprehensive financial planning for individuals, families, and companies with over $2 million in investable assets.
Bill Aulwes is a Financial Advisor based in Phoenix, Arizona, at UBS, one of the largest multinational investment banking and financial services companies in the world. After receiving his bachelor's degree from the University of California, Santa Barbara, in Law and Society, and a master’s in organizational leadership from Chapman University, he applied his knowledge of social sciences to the financial sector.
With nearly 25 years of experience at the Capital Group in various client-related leadership positions and back-office operations, Bill applies his expertise in this industry to establish a personalized plan for clients to achieve their financial goals.
Tyler moved to Arizona nine years ago from Saugus, California, to attend Arizona State University. After managing, bartending, and serving in various restaurants in Phoenix for years and backpacking through Europe for several summers, Tyler found his passion for writing! So, he returned to school and received his master's degree from the Walter Cronkite School of Journalism and Mass Communications.
He has written and edited for several publications, primarily Arizona Foothills Magazine, and launched a blockchain development company as their copywriter. Tyler has an extensive background in customer service and is excited to bring his creative skills to help the team and their clients at UBS.
Managing Director
GFIW-Americas Relationship Manager
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
With over 22 years of experience, Brad Howell is an industry leader and is one of a small number of UBS Financial Advisors who have earned the designation of Managing Director-Wealth Management. With over four consecutive years on the Forbes Best-in-State Wealth Advisors list, he provides various financial services and highly personalized wealth management advice to help individuals achieve their financial goals and aspirations.
Brad and his team at Howell Wealth Consulting Group focus on providing comprehensive financial planning for individuals, families, and companies with over $2 million in investable assets.
Bill Aulwes is a Financial Advisor based in Phoenix, Arizona, at UBS, one of the largest multinational investment banking and financial services companies in the world. After receiving his bachelor's degree from the University of California, Santa Barbara, in Law and Society, and a master’s in organizational leadership from Chapman University, he applied his knowledge of social sciences to the financial sector.
With nearly 25 years of experience at the Capital Group in various client-related leadership positions and back-office operations, Bill applies his expertise in this industry to establish a personalized plan for clients to achieve their financial goals.
Tyler moved to Arizona nine years ago from Saugus, California, to attend Arizona State University. After managing, bartending, and serving in various restaurants in Phoenix for years and backpacking through Europe for several summers, Tyler found his passion for writing! So, he returned to school and received his master's degree from the Walter Cronkite School of Journalism and Mass Communications.
He has written and edited for several publications, primarily Arizona Foothills Magazine, and launched a blockchain development company as their copywriter. Tyler has an extensive background in customer service and is excited to bring his creative skills to help the team and their clients at UBS.
Managing Director
GFIW-Americas Relationship Manager
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
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.
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