How can you pursue what matters most?

Chess pieces on a chessboard

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.


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.

  • Tammy Haygood

    Tammy Haygood, CDFA

    Senior Vice President–Wealth Management

    Portfolio Manager

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    • AL
    • AZ
    • CA
    • DC
    • DE
    • HI
    • IL
    • MD
    • NC
    • NJ
    • NV
    • NY
    • OH
    • TX
    • VA
    • WA

    As your financial advisor, Tammy will analyze the different areas of your financial life and look at how they are interdependent to bring organization and focus to your financial puzzle.  Tammy is committed to helping you successfully pursue your financial goals and offers customized wealth management strategies that can help you reach them.

        • Portfolio Manager
        • Certified Divorce Financial Analyst
        555 California Street
        32nd/ 34th /46th Floor
        San Francisco, CA 94104
      • Michael Wu

        Michael Wu

        Senior Client Associate

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          Michael has been with UBS since 2001 and is an important member of our client service team. He has extensive experience addressing client inquiries regarding account administration and focuses on providing clients with white glove service.

          Michael also serves as the Silicon Valley Market Branch Technology Liaison (BTL), which provides him the insight needed to bring the latest and most innovative technologies UBS has to offer to our team and clients.

          Prior to joining UBS, Michael worked as a Customer Service Manager and attended the College of San Mateo.  He resides in San Mateo, California with his wife and two kids where they enjoy watching movies and sports, coaching his kids’ baseball teams and collecting autograph memorabilia.

                400 South El Camino Real
                Suite 900
                San Mateo, CA 94402

              The Year Ahead - Sustainable Investing

              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

              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

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager