Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Jeffrey Nash

Managing Director–Wealth Management

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IA
  • ID
  • IL
  • IN
  • MA
  • MI
  • MO
  • NH
  • NM
  • NV
  • NY
  • OK
  • OR
  • SD
  • TN
  • TX
  • UT
  • WA
  • WY

Education

  • B.S., University of California, Davis
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

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Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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