7
Advisors on the team
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
Financial Advisor
Authorized Officer
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
Financial Advisor
Authorized Officer
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.
7
Advisors on the team
$5 bn
Assets under management
159
Collective years of experience
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.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
More than 160 years
offering financial advice
Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
What's on the horizon?
Next generation family members face evolving opportunities and responsibilities as they prepare to shape the future of their wealth and legacy. At UBS, we partner with the next generation and their families across every stage of this journey, combining tailored advisory with structured education to build confidence, capability, and long-term perspective.
In this 2026 guide you can explore an array of planning ideas, such as:
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
