$3.9 trillion
In invested assets globally
As of 12/31/2022
At Howell Wealth Consulting Group, we’re not only experienced wealth managers and problem solvers, we’re innovative thinkers who understand what drives entrepreneurs. We share their passion for forward- looking ideas and creative solutions.
Over the last 15 years, we’ve worked closely with clients in private equity, technology and cybersecurity— business owners and sales professionals who have chosen us to help them explore new ventures and further their business and personal goals through tailored financial planning and portfolio management. All said, we are a team of enthusiastic collaborators who can provide the advice you need to help seize opportunities, manage risk and pursue your definition of success.
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
Executive Director
Alternative Investments
Managing Director–Wealth Management
Financial Advisor
Executive Director
Alternative Investments
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 passionate about working together to explore great ideas. Whether you’re seeking advice on raising capital for your own start-up or investing in another, we have the experience, industry knowledge and resources to help each step of the way.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
