Your life. Your wealth. Your future.

Pursue what matters most

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Lifetime Wealth Management

$750 million

Assets under management

7 person

seasoned team

18

Years in business as a team


By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Women-multigen family
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Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

Personalized access and service

You could say our "job" is managing wealth. To us, though, it's not a job at all, but a passion. And a promise.

Our highly credentialed team offers thoughtful perspectives and proactive service to help meet your goals, no matter how complex. Our team strives, relentlessly, to make sure you feel well taken care of. We are your partner and sounding board. Most importantly, we put to work for you our firm's extensive global resources and industry-leading insights so regardless of market conditions, you have a clear direction and a strategy to guide you.

Building multicultural wealth, together

Building multicultural wealth, together

Business Owner in entryway

Advice for business owners & entrepreneurs

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Approach your financial future with confidence

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

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