#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
We have a long history of providing financial advice and services to a broad range of individual and institutional clients. We combine personalized wealth management for individuals and families with institutional consulting and retirement plan services for public and private businesses, foundations and endowments.
Our level of care and understanding has earned our clients’ lifelong trust. Our 16-member team has extensive experience and offers a specific focus on the needs of corporate executives, business owners and ultra-high net worth families.
We at Liberty Trail Wealth Management help lead our clients on a path to financial freedom. Our clients count on us for our experience, multi-generational perspective and deep understanding of the aspects associated with significant wealth.
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.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Registered Client Associate
Registered Client Associate
Senior Wealth Strategy Associate
Registered Client Associate
Client Associate
Client Associate
Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Registered Client Associate
Registered Client Associate
Senior Wealth Strategy Associate
Registered Client Associate
Client Associate
Client Associate
Wealth Strategy Associate
Director
Senior 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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
$7 trn
UBS Group invested assets
As of 12/31/2025
More than 160 years
offering financial advice
