Retirement Plan Consulting and Personal Wealth Management

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Corporate Retirement Plan Consulting
Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.

Learn more about our retirement plan services for companies and organizations  

Thoughtful financial planning and wealth management

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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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Justin Cole Steil

    Justin Steil, CIMA, CRPS

    First Vice President–Wealth Management

    Chartered Retirement Plans Specialist℠

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    • CA
    • CO
    • DC
    • FL
    • GA
    • MD
    • MI
    • NC
    • NY
    • SC
    • TX
    • VA

    My focuses is on wealth management for time challenged professionals and consulting to corporate retirement plans as one of the firms specialized Senior Retirement Plan Consultants.

    I am FINRA registered and hold Series 7 and 66 securities licenses as well as life and health insurance licenses.  I have earned the Chartered Retirement Plans Specialist® designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses. 

    I hold the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.  The CIMA® certification is focused investment management analysis, portfolio theory and behavioral finance, portfolio construction and risk management and application of the investment consulting process.      

    In my spare time I enjoy golfing, sailing the Harbor 20s at the Sail Nauticus Center and watching English Premier League soccer - Liverpool!  My wife and I live in the Larchmont area of Norfolk with our Jack Russell Terrier, Oliver, that is a registered therapy dog. 

      • James Madison University, BS Biology: 2004
      • Chartered Retirement Plans Specialist℠
      • Portfolio Manager
      • Senior Retirement Plan Consultant
      • Certified Investment Management Analyst®
      Retirement Plan consulting
      401(k) plan services
      Cash management
      Financial planning
      Retirement planning
      Asset allocation
      Business owners
      440 Monticello Ave
      20th Floor
      Norfolk, VA 23510
      Justin Steil, CIMA, CRPS
      440 Monticello Ave,Norfolk,VA,23510

    Connecting you to the deep resources of UBS

    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

    Retirement plan sponsors

    Retirement Couple

    Retirement readiness

    Advice for business owners

    Workplace Wealth

    Goals-based planning

    UBS Wealth Way

    Global Wealth Report 2024

    Crafted wealth intelligence

    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

    Gain additional insights into the trends shaping wealth in the US and around the world.

    Download the report

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    $5.8+ trn

    UBS Group invested assets
    As of 03/31/2024

    Global leader

    UBS is a leading and truly global wealth manager

    More than 160 years

    offering financial advice