The right moves for your financial future

Private Wealth Management

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What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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Our clients

Family on back porch

Wealth transfer across generations

Business Owner in entryway

Advice for business owners & entrepreneurs

Building multicultural wealth, together

Building multicultural wealth, together

UBS Wealth Way

Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.


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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.

UBS Wealth Way

Liquidity

Liquidity

Provide cash flow for short-term expenses - to help maintain your lifestyle

Longevity

Longevity

For longer-term needs - to help improve your lifestyle

Legacy

Legacy

For needs that go beyond your own - to help improve the lives of others

Provide cash flow for short-term expenses - to help maintain your lifestyle

  • Entertainment and travel
  • Taxes
  • Purchasing a home

For longer-term needs - to help improve your lifestyle

  • Retirement
  • Healthcare and long-term care expenses
  • Purchasing a second home

For needs that go beyond your own - to help improve the lives of others

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Couple in an art gallery

Comprehensive planning for significant wealth

cleaners

Business transition & succession planning

Adult daughter with mother exercising

Legacy planning

Adult children with parents

Dividing wealth across generations

Man working on laptop during virtual call

Planning for a changing tax landscape

Clients sitting with advisor

Empower your investments

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

You. Connected.

Access to unique and purposeful investments

horizon

Access to unique and purposeful investments

Advanced Planning

Advanced Planning

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

horizon

  • Due to the scope and scale of UBS, we have access to bespoke investment opportunities.

  • We help provide access to private credit, private equity, private real estate, exchange funds, hedge funds, impact investments, IPO’s, direct investments, options strategies, and tax-efficient strategies.

  • Our expertise and access to sustainable investments helps support your long-term goals without compromising your principles.

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

Resources

Insights

House View Monthly

A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.

06 March 2025

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.

  • Sharon Juang

    Sharon Juang

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DE
    • HI
    • MO
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SD
    • TX
    • VI
    • WA

    Sharon joined UBS in 2003. Prior to joining UBS, Sharon was a Vice President in the Private Wealth Management group at Goldman Sachs & Co. With over 30 years of experience in the financial services industry, Sharon leverages her global expertise to oversee all aspects of the team's wealth management efforts for high net worth individuals, corporate executives, family offices, and foundations. Her primary focus is in complex investment strategies, estate and philanthropic planning, hedging, and alternative investments. Sharon holds a Master of International Affairs from Columbia and a B.A. from National Taiwan University.

     

    Credentials: 

    •  Insurance licensed. CA Resident License: 0E68064
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • National Taiwan University, B.A.
    • Columbia University, Master of International Affairs
      305 Lytton Ave
      Palo Alto, CA 94301
      sharon.juang@ubs.com
      Sharon Juang
      305 Lytton Ave,Palo Alto,CA,94301
    • Grant Nishio

      Grant Nishio, CFA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CO
      • DE
      • HI
      • MO
      • NJ
      • NV
      • NY
      • OR
      • PA
      • SD
      • TX
      • UT
      • VI
      • WA

      As a Private Wealth Advisor, Grant is dedicated to always putting client interests first. He believes that being a trusted advisor is built on integrity, transparency, truly understanding his clients, and the experience to make sound judgement. Since 2008 Grant has been navigating the vast resources of UBS to build customized investment portfolios and employ tax minimization strategies for high net worth families. Grant earned his Chartered Financial Analyst® designation, holds a B.S. in Management Science with Department Honors and a minor in Law and Society from the University of California, San Diego, where he was also a co-captain and four-year letter winner on the Men’s Soccer team. He is married to a health tech leader and together they have three young daughters and a rescue dog. Grant is also proud to serve on the Board of EarthGen, where they equip youth to be changemakers for a healthy environment.

       

      Credentials:

      • Chartered Financial Analyst®
      • Insurance licensed. CA Nonresident License: 0G41043
      • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • University of California, San Diego, B.S. in Management Science and a minor in Law and Society
        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
        grant.nishio@ubs.com
        Grant Nishio, CFA
        925 Fourth Avenue,Seattle,WA,98104
      • Robin Zhao

        Robin Zhao, CPWA

        Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • DE
        • HI
        • MO
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SD
        • TX
        • VI
        • WA

        Robin joined UBS in 2018 and has been instrumental in the success and growth of the JNZ Group. In addition to trading derivatives, Robin also builds customized asset allocation strategies for high net worth individuals and families. She monitors performance of all investments and is adept at presenting complex reports to clients in a clear manner. Prior to joining UBS, Robin was a Consultant for IBM and earned her degree from the Leonard N. Stern School of Business at New York University. Outside of the office you can find Robin on the golf course or with her puppy.

         

        Credentials: 

        • Insurance licensed. CA Resident License: 4132042
        • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            305 Lytton Ave
            Palo Alto, CA 94301
            robin.zhao@ubs.com
            Robin Zhao, CPWA
            305 Lytton Ave,Palo Alto,CA,94301
          • Gavan Wang

            Gavan Wang

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • DE
            • GA
            • HI
            • MA
            • MI
            • MO
            • NJ
            • NV
            • NY
            • OR
            • PA
            • SD
            • TX
            • VI
            • WA

            Gavan rejoined the JNZ Group in 2018 after being an intern with the team in high school. Gavan diligently serves as the COO of the team and oversees all aspects of the operations and administration. Prior to joining UBS, Gavan was a Specialist at State Street and a double major in Economics and Psychology from University of California, Davis.

                  305 Lytton Ave
                  Palo Alto, CA 94301
                  gavan.wang@ubs.com
                  Gavan Wang
                  305 Lytton Ave,Palo Alto,CA,94301
                • Jacob Bradley

                  Jacob Bradley

                  Registered Client Associate

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                  • CA
                  • CO
                  • DE
                  • HI
                  • MO
                  • NJ
                  • NV
                  • NY
                  • OR
                  • PA
                  • SD
                  • TN
                  • TX
                  • VI
                  • WA

                  Jacob joined UBS in 2022 as a fresh graduate from San Jose State University with a Bachelor of Science in Economics. He quickly found a place with the JNZ Group where he maintains first-class service for clients with tireless dedication. His execution of workflows is instrumental in assisting the team’s goal for client service excellence. After hours you can find him tending to his garden or testing new recipes in the kitchen.

                   

                        305 Lytton Ave
                        Palo Alto, CA 94301
                        jacob.bradley@ubs.com
                        Jacob Bradley
                        305 Lytton Ave,Palo Alto,CA,94301

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $6 trn

                      UBS Group invested assets
                      As of 12/31/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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