Let's move forward. Together.

Generational Family on Beach

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Insights

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

Visit our Retirement Plan Consulting Services website

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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.

  • Mike Mumford

    Mike Mumford, CEPA® CRPS®

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • MN
    • MT
    • NH
    • NV
    • NY
    • OR
    • TN
    • TX
    • WA
    • WY
    • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
    • Forbes Best-in-State Wealth Management Teams, 2024The 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.

      • Certified Exit Planning Advisor
      • Chartered Retirement Plans Specialist℠
      601 West Riverside Avenue
      Suite 1200
      Spokane, WA 99201
      mike.mumford@ubs.com
      Mike Mumford, CEPA® CRPS®
      601 West Riverside Avenue,Spokane,WA,99201
    • Adam Arzner

      Adam Arzner, CFP®

      Vice President–Wealth Management

      CERTIFIED FINANCIAL PLANNER®

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • ID
      • IL
      • MN
      • MT
      • NV
      • NY
      • OR
      • TN
      • TX
      • WA
      • WY
      • Forbes Best-in-State Wealth Management Teams, 2024The 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.

        • CERTIFIED FINANCIAL PLANNER®
        • Certified Exit Planning Advisor
        601 West Riverside Avenue
        Suite 1200
        Spokane, WA 99201
        laureate@ubs.com,rachel.biggar@ubs.com
        Adam Arzner, CFP®
        601 West Riverside Avenue,Spokane,WA,99201
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        Rachel Biggar

        Client Associate

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          Rachel is an alumnus of New Mexico Military Institute and Eastern Washington University where she earned her commission through their ROTC program as an officer in the U.S. Army National Guard. She has lived in the Spokane region since 1991 and raised two wonderful daughters.  Rachel is focused on employee benefits and retirement plans. She is an avid gardener and can be found most sunny days tending her vegetable garden.

                601 West Riverside Avenue
                Suite 1200
                Spokane, WA 99201
                rachel.biggar@ubs.com
                Rachel Biggar
                601 West Riverside Avenue,Spokane,WA,99201