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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Executive at City Window

James Orr, CPWA®, CEPA

Senior Vice President–Wealth Management

Beginning at UBS in 2000, James has managed client wealth through many market corrections and three major recessions.  He focuses on financial and legacy planning for families and has a passion for the global markets.  James organizes and simplifies financial situations by helping clients identify strategies to achieve their goals.  He stays actively engaged and takes a hands-on approach, which enables him to anticipate client needs.

James earned an M.B.A. in Finance from The Wharton School at University of Pennsylvania and a B.A. in Psychology from University of Illinois at Urbana/Champaign.  He is a Certified Private Wealth Advisor® designee specializing in wealth advising and a Certified Exit Planning Advisor®.  James and his wife Christine have two boys who keep them very busy.  Outside of work, he loves to spend time with family, travel, and exercise.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • Finance, Masters of Business Administration (MBA), University of Pennsylvania - The Wharton School
  • Bachelor of Science in Psychology, University of Illinois at Urbana-Champaign

Credentials

  • Certified Private Wealth Advisor®
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Long-term care planning
Retirement planning
Estate planning strategies
Philanthropy
Professionals
Corporate executives
64 Willow Place
Suite 200
Menlo Park, CA 94025
  • (650) 289-7001

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James Orr, CPWA®, CEPA

Your life, wealth and future. UBS Wealth Way

Change your community. Change the world.

Change your community. Change the world.

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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

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UBS is a world-leading wealth manager