Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

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.

  • Matthew-Hardy

    Matthew Hardy

    Senior Vice President–Wealth Management

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    • AK
    • AZ
    • CA
    • DC
    • FL
    • ID
    • KS
    • MI
    • MN
    • MT
    • NV
    • NY
    • OK
    • OR
    • SC
    • TX
    • UT
    • WA

    Matthew specializes in developing durable financial strategies and providing tax-efficient portfolio management for individuals, families, and businesses. Matthew joined UBS in 2015.  His industry experience goes back to 1984 when he joined Merrill Lynch. Matthew resides in Lake Stevens with his wife Laura.

        • Portfolio Manager
        1604 Hewitt Ave
        6th Floor, Suite 601
        Everett, WA 98201
      • Buford-Poston

        Buford Poston

        Vice President–Wealth Management

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        • AK
        • AZ
        • CA
        • DC
        • FL
        • ID
        • MA
        • MI
        • MN
        • MT
        • NV
        • NY
        • OK
        • OR
        • SC
        • TX
        • UT
        • WA

        Ford specializes in investment management with a focus on asset allocation, tax minimization, and retirement strategies. Ford joined UBS in 2015 previously working for Merrill Lynch. He and his wife Jennifer reside in Lake Stevens with their four children.

              1604 Hewitt Ave
              6th Floor, Suite 601
              Everett, WA 98201

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            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.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

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            Global leader

            UBS is a world-leading wealth manager

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