Lasting relationships. For all that matters

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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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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.

  • Peter-Kakoyannis-Profile-Image

    Peter Kakoyannis

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    • FL
    • GA
    • IL
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          712 South East Ocean Boulevard
          Ground Floor
          Stuart, FL 34994
        • Christopher-Morgan-Profile-Image

          Christopher Morgan

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • IN
          • KS
          • MA
          • MD
          • ME
          • MI
          • NC
          • NH
          • NJ
          • NY
          • OH
          • OR
          • PA
          • TN
          • TX
          • VA
          • WA
          • WI
          • WV

                712 South East Ocean Boulevard
                Ground Floor
                Stuart, FL 34994
              • Radika-Mangar-Profile-Image

                Radika D Mangar

                Client Associate

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                • AZ
                • CA
                • FL
                • MA
                • MD
                • NC
                • NJ
                • NY
                • PA
                • VA

                      712 South East Ocean Boulevard
                      Ground Floor
                      Stuart, FL 34994
                    • Alexandra-Nicole-Morgan-Profile-Image

                      Alexandra Nicole Morgan

                      Client Associate

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                      • FL

                            712 South East Ocean Boulevard
                            Ground Floor
                            Stuart, FL 34994

                          The Year Ahead - Sustainable Investing

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Legacy—Wealth for others

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

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          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

                          Global leader

                          UBS is a world-leading wealth manager

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