Vice President–Wealth Management
Portfolio Manager
Accessible, Knowledgeable, and Experienced.
As a Financial Advisor, I am committed to building and maintaining lasting client relationships. My approach is simple, transparent, and supported by experienced investment guidance. With industry leading research and access to some of the best risk based strategies UBS Financial Services, Inc. has to offer, I assist clients with the critical decision making around their financial goals.
MY PHILOSOPHY: To be a trusted financial strategist, offering thoughtful advice with an intellectually honest approach - continually evaluating and adapting.
WHAT DO I BELIEVE: There is no substitute for hard work and proper planning. Both are necessary to prepare for the future while serving to preserve and grow financial assets. It's vital to look beyond what's directly in front of you; choose your destination, pick your path, and enjoy the journey.
WHO DO I SERVE: People who have worked hard to achieve their personal and financial goals and those who understand the value of a dollar earned. It's taken years of hard work, diligence, and sacrifice to accumulate your net worth. It's my goal to grow those assets and make your money work for you.
WHAT MAKES ME PROUD: My lovely wife and incredible children. My personal and professional accomplishments and the experiences that have taught me so much along the way.
Having sat on both sides of the Financial Advisor Table, first as a client then an advisor, I have a first hand understanding what people are seeking when meeting with an advisor. My partners and I believe in taking a long-term approach and establishing deep and valued relationships with each of our clients. We are here to provide advice, guidance and to be your ambassador to all UBS has to offer. Our relationships go beyond business as we foster long term friendships that span generations.
If this resonates with you please reach out via the contact information listed on this website.
Education
Credentials
JASON VALENTZ is also part of:
CITYWALK WEALTH MANAGEMENT
Lets connect
Vice President–Wealth Management
Portfolio Manager
Accessible, Knowledgeable, and Experienced.
As a Financial Advisor, I am committed to building and maintaining lasting client relationships. My approach is simple, transparent, and supported by experienced investment guidance. With industry leading research and access to some of the best risk based strategies UBS Financial Services, Inc. has to offer, I assist clients with the critical decision making around their financial goals.
MY PHILOSOPHY: To be a trusted financial strategist, offering thoughtful advice with an intellectually honest approach - continually evaluating and adapting.
WHAT DO I BELIEVE: There is no substitute for hard work and proper planning. Both are necessary to prepare for the future while serving to preserve and grow financial assets. It's vital to look beyond what's directly in front of you; choose your destination, pick your path, and enjoy the journey.
WHO DO I SERVE: People who have worked hard to achieve their personal and financial goals and those who understand the value of a dollar earned. It's taken years of hard work, diligence, and sacrifice to accumulate your net worth. It's my goal to grow those assets and make your money work for you.
WHAT MAKES ME PROUD: My lovely wife and incredible children. My personal and professional accomplishments and the experiences that have taught me so much along the way.
Having sat on both sides of the Financial Advisor Table, first as a client then an advisor, I have a first hand understanding what people are seeking when meeting with an advisor. My partners and I believe in taking a long-term approach and establishing deep and valued relationships with each of our clients. We are here to provide advice, guidance and to be your ambassador to all UBS has to offer. Our relationships go beyond business as we foster long term friendships that span generations.
If this resonates with you please reach out via the contact information listed on this website.
Education
Credentials
JASON VALENTZ is also part of:
CITYWALK WEALTH MANAGEMENT
Lets connect
Financial Confidence
In this guide you can explore an array of planning ideas, such as:
Pat Corry, Head of Portfolio Strategy & UBS Wealth Way Solutions in the UBS Americas Chief Investment Office, and Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Solutions, CIO Americas sat down with Dr. Marc Milstein, a leading brain health expert, to discuss how our brains change as we age, surprising factors that age the brain and the costs associated with brain health issues.
Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
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
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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
For some of life's questions you're not alone. Together we can find the answer.
With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.
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