Your financial life

Advice that looks beyond your portfolio

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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.

Road

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.

  • Edward Lang Profile Photo

    Edward Lang

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • GA
    • ID
    • MA
    • ME
    • MI
    • MT
    • NH
    • NM
    • NV
    • NY
    • OR
    • SC
    • TN
    • WA
    • WY

    Ed started his career in wealth management in 1991 on Wall Street in New York City.  He moved to Portland early in his career and is proud to say he has served his clients at the same firm for the entirety of his career.

    As a Managing Director at UBS Wealth Management, Ed provides investment oversight and management of the Lang Wealth Management Team. His expertise includes comprehensive financial planning for both individuals and corporations.  In addition to financial planning, Ed is the Senior Portfolio Manager for Lang Wealth Management. 

    Prior to UBS, Ed graduated Cum Laude from the University of Portland with a BBA in Management and holds an MBA in Finance and Marketing from the University of Notre Dame. His previous experience includes managing sales and distribution in the Northern European Market for Lattice Semiconductor.  

    Ed and his wife, Becky, reside in Vancouver, WA. He enjoys traveling, basketball, and tennis.  They are proud parents of their daughter, Hannah, who is a Nurse in Portland and son, Matthew, who is in graduate school at the University of Arizona where he also plays on the men's basketball team. 

    Professional accomplishments:

    • BBA Management, University of Portland  
    • MBA Finance and Marketing, University of Notre Dame
    • Series 7, General Securities Representative Exam, FINRA 
    • Series 66, Uniform Combined State Law Exam, FINRA 
    • Oregon State Life, Health, and Annuity Insurance Licenses  
    • Barron's Top 1,200 Financial Advisors, 2018, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Portland, BBA Management
    • University of Notre Dame, MBA Finance and Marketing
    • Corporate Stock Benefit Consultant
    • Senior Portfolio Manager
    805 S.W. Broadway
    Suite 2600
    Portland, OR 97205
  • Lindsey Wyatt Profile Photo

    Lindsey Wyatt

    Senior Wealth Strategy Associate

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    • CA
    • CO
    • CT
    • DE
    • GA
    • ID
    • MI
    • MT
    • NV
    • OR
    • WA
    • WY

    Lindsey started her career in wealth management as a Financial Advisor in 2005 and began working at UBS in 2007. At UBS, she worked as a client service associate and then transitioned into her current role as a Senior Wealth Strategy Associate in 2014. She has been working with the Lang Wealth Management team since 2009.

    Lindsey's role with Lang Wealth Management includes client outreach and engagement, portfolio management, business development, and comprehensive financial planning. She obtained her Chartered Retirement Planning Counselor (CRPC) designation in 2014.

    Lindsey moved around a bit as a child and has lived in several states throughout her lifetime. She graduated from Florida State University in 2004 with a bachelor's degree in Business with an emphasis in Accounting. She made her way to Portland in 2007 and has considered Oregon home ever since. Outside of work, Lindsey enjoys traveling and yoga. She is also a proud mom of two young children. 

    Professional accomplishments:

    • B.A. Business, Florida State University
    • Chartered Retirement Planning Counselor (CRPC)
    • Series 7, General Securities Representative Exam, FINRA
    • Series 66, Uniform Combined State Law Exam, FINRA
    • Oregon State Life, Health, and Annuity Insurance Licenses

      • Florida State University, B.A. Business
      • Chartered Retirement Planning Counselor℠
      • Corporate Stock Benefit Consultant
      805 South West Broadway
      Suite 2600
      Portland, OR 97205
    • Kyle Harris Profile Photo

      Kyle Harris, CFP

      Wealth Management Associate

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      • AZ
      • CA
      • CO
      • DE
      • ID
      • MA
      • ME
      • MI
      • MT
      • NV
      • NY
      • OR
      • TN
      • WA
      • WY

      Kyle began his career in wealth management when he joined UBS Financial Services in 2014 while participating in a summer internship program for college students. Following his graduation in 2015 from Linfield College, Kyle was hired full time where he provided operational support and client service on behalf of various UBS advisors and teams before joining Lang Wealth Management in 2016.

      Kyle’s role with Lang Wealth Management includes client and account service, portfolio management, business development, and comprehensive financial planning. In August of 2019, Kyle obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

      Kyle grew up in the west Portland metropolitan area and attended Westview high school. He graduated from Linfield College with a Bachelor of Science degree in Finance, as well as a minor in Coaching. While in College, Kyle played wide receiver on the Linfield Football team and is now a proud alumna of one of the most consistently successful college football programs in the country. He married his high school sweetheart, Kayla, in 2018 and together they reside Beaverton with their beloved dog, Phoebe. In his free time, Kyle enjoys playing in his slow pitch softball and flag football leagues, as well as skiing in the winter.

      Professional accomplishments:

      • B.S. Finance, Minor in Coaching, Linfield College
      • CERTIFIED FINANCIAL PLANNER™ (CFP®) – CFP Board
      • Series 7, General Securities Representative Exam, FINRA
      • Series 66, Uniform Combined State Law Exam, FINRA
      • Oregon State Life, Health, and Annuity Insurance Licenses

        • Linfield College, B.S. Finance, Minor in Coaching
        • CERTIFIED FINANCIAL PLANNER™
        • Corporate Stock Benefit Consultant
        805 South West Broadway
        Suite 2600
        Portland, OR 97205
      • Amy

        Amy B Wright

        Senior Client Associate

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        • NJ
        • NY
        • OR
        • WA

        Amy joined UBS Financial Services, Inc. in 2010. A native Oregonian, Amy has 24 years of experience in the industry. Her career began in 1992 working with a leading local law firm Stoel Rives. Amy worked as a research assistant with Scudder in New York followed by 4 years with Bear Stearns on the institutional equity trading desk in Boston. Amy also worked in investor relations for MGM Resorts International in Las Vegas. She is Series 7 and 63 licensed. Her interests include hiking, gardening and spending time with her family and three dogs.  

              805 South West Broadway
              Suite 2600
              Portland, OR 97205

            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.

            Retirement planning

            Retirement planning

            Estate planning strategies

            Estate planning strategies

            Long-term care planning

            Long-term care 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

            #1

            for High Net-Worth clients

            Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

            World's best bank

            for wealth management

            Euromoney Award for Excellence, 2020-2022

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

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