Private Wealth Management
For two generations, The Loewenthal Group has been helping entrepreneurs, business owners and multigenerational families simplify their complex financial lives. We have a long tradition of providing goals-based planning tailored to each client’s specific needs, challenges and aspirations.
When it comes to family wealth, we’re passionate about helping our clients preserve and pass on what they’ve spent a lifetime building.
6 person
seasoned team
$1.4 billion
Assets under management
100+ years
Collective years of experience
The Loewenthal Group’s integrated planning approach seeks to understand your specific needs and helps make sure your financial decisions reflect both your short-term desires and your long-term goals. Our team has resources to help you and your family address specific and unique issues that come with personal and business success.
Team members Rod Loewenthal, Kevin Kamholz and Ben Drescher hold the Certified Financial Planning® (CFP®) designation and lead our planning efforts. Our disciplined process and holistic perspective can include:
We coordinate closely with your other trusted advisors (e.g., CPA, attorney) to develop a detailed financial plan that integrates each area of your financial world.
"By focusing on the most important aspects of our clients' lives and finding solutions to their financial questions, our clients appreciate the peace of mind that we provide." — Kevin Kamholz, CFP®, Private Wealth Advisor
Backed by the capabilities of UBS, we offer access to a broad range of specialists locally, nationally and throughout the world.
Guidance and a steady hand
Our flexible, long-term investing strategies are designed to meet your evolving financial needs as well as changing market conditions. As we implement and track your portfolio, we’ll communicate regularly with you, rebalancing and making adjustments throughout.
We bring a long-term perspective to your investments, one that looks past short-term market events. Our goal is to build an individualized portfolio designed to generate sensible, sustainable growth that reflects your financial goals as well as your personal values.
Access to UBS global investment specialists allow us to offer advice with a truly global perspective, as well as a broad range of far-reaching investment opportunities.
“I’m gratified that our clients have entrusted us to handle much of the day-to-day management of their portfolios through our investment advisory program.” — Rod Loewenthal, CFP®, Senior Portfolio Manager & Private Wealth Advisor
By listening to and aligning with your objectives, we focus on an asset allocation that helps mitigate risk and builds a balanced portfolio. We carefully consider strategies that support your financial objectives while taking measure of potential tax implications.
Investing sustainably is a powerful and effective way to drive positive change in society without having to compromise your financial return. Each asset class — including equities, fixed income and alternative investments — has sustainable options that achieve risk and return outcomes as good as or better than conventional investments.
You’ve spent a lifetime building your family’s wealth. The Loewenthal Group will help you structure the assets you’ve accumulated to create a lasting legacy.
We have the experience and the network to address all complexities of your estate planning needs. We work with families to facilitate building strategies that serve current generations and are flexible enough for the needs of future generations.
We understand the connections between wealth and family, and we’re positioned to address your family’s needs, from growth strategies to wealth transfer and preservation to philanthropic pursuits.
We can help create a wealth transfer strategy that includes charitable giving. This can help ensure your legacy in the causes you support, as well as help to limit the impact of taxes.
“Over the years, I have been able to assist families in the preservation and transfer of their wealth, to help them realize their legacy and charitable goals.”— Ben Drescher, CFP®, Financial Advisor
By using appropriate cash flow and portfolio strategies as well as efficient tax structures such as trusts and philanthropic vehicles, we can facilitate your current objectives and, beyond that, your wealth preservation and legacy goals.
Building personal relationships
Our team approach puts you and your family first – we strive to build lasting relationships by being helpful in every aspect of your financial world.
By getting to know you and your loved ones in a way that gives us genuine insight, we provide services to help anticipate and meet all your financial needs. Taking the time to truly understand your perspectives, values and goals helps us work with you as you face milestones in your personal and business life.
You can count on our team to be:
We foster close relationships with your team of trusted advisors, allowing us to coordinate all perspectives into one integrated approach.
“It is our goal that when clients see what we can do, from wealth management to legacy strategies, they will decide that The Loewenthal Group is the financial advisor they need.”— Betsy Mason, Senior Wealth Strategy Associate
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.
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Associate Director
Wealth Strategy Associate
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Associate Director
Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Global leader
UBS is a leading and truly global wealth manager
$6 trn
UBS Group invested assets
As of 12/31/2024
More than 160 years
offering financial advice
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.
Provide cash flow for short-term expenses - to help maintain your lifestyle
For longer-term needs - to help improve your lifestyle
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
For longer-term needs - to help improve your lifestyle
For needs that go beyond your own - to help improve the lives of others
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
