Your lasting legacy

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Bradley Hyldahl updated Profile Photo

    Bradley Hyldahl

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • MD
    • MI
    • MN
    • MT
    • NC
    • NE
    • NJ
    • NV
    • OR
    • PA
    • SC
    • TX
    • UT
    • WA
    • WI
    • WY

    Guiding clients from many walks of life

    Brad heads the Hyldahl Wealth Management Group with nearly three decades of financial services industry experience. He is a second-generation financial advisor whose father, Jim Hyldahl, was his partner until retiring recently.  Brad was introduced to finance and investing at a young age when he learned to read the stock and bond tables in the newspaper at the breakfast table with his dad. Brad believes the ability to communicate clearly and listen intently are the most important skills he has developed in providing wealth management advice to a select group of high net worth clients and families—C-suite executives, entrepreneurs, medical and legal professionals, sophisticated investors, and artists.

    As a Certified Private Wealth Advisor® (CPWA®), Brad advises clients in areas that include strategic asset allocation, cash management, corporate executive services and alternative investments, as well as retirement planning and advanced wealth transfer strategies. He and his team believe strongly in close collaboration with other professionals such as tax and estate attorneys, in order to incorporate a variety of perspectives into a comprehensive wealth management approach. Brad cares deeply about the clients and families he serves and works proactively to help them achieve their goals and philanthropic endeavors.

    Credentials that build confidence

    ·         B.A., English literature, University of California at Santa Barbara

    ·         Certified Private Wealth Advisor® (CPWA®)

    ·         Series 7 and 63 securities licenses

    Outside the office

    Brad and his wife, Michelle, have two grown children and live in Rancho Bernardo. He has spent many years as a volunteer in youth sports, particularly soccer, and is a career mentor to college students interested in financial services and wealth management. Brad also enjoys golf and body surfing.

          17180 Rancho Bernardo Center
          Suite 100
          San Diego, CA 92128
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          Therese Tamagni

          Wealth Management Associate

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          • AZ
          • CA
          • GA
          • MI
          • NV
          • TX
          • UT
          • WA
          • WY

          Client service built on trust and clear communication

          Therese performs multiple roles on the team, from operational duties to onboarding clients, developing financial plans and other key functions. She enjoys helping clients and getting to know them on a personal basis while building a foundation of trust on communication, patience and accuracy. She believes in always putting clients first.

          Therese’s father was a UBS Financial Advisor who would often bring her into the office, where she enjoyed watching him converse with clients and help them achieve their financial goals. She worked at MetLife in the Case Design unit, creating client financial plans, before joining UBS as a Branch Office Administrator and Client Service Associate.

          Credentials that build confidence

          ·         B.S., finance, San Diego State University

          ·         Series 7 and 63 securities licenses

          Outside the office

          Therese and her husband, Nick, have one daughter, Ellie. Therese is active at Ellie’s school on the parent–teacher board. In her spare time, she loves outdoor activities, especially camping and running.

                17180 Rancho Bernardo Center
                Suite 100
                San Diego, CA 92128

              The Year Ahead - Sustainable Investing

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              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.

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