A legacy for generations

Mountain climbers reaching the summit

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Four people meeting in glass office

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.

  • Paul-Adams

    Paul Adams, CFP, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Brett-Williams

    Brett Williams, CFP, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Tyler-Neal

    Tyler Neal, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Kyle-Kuykendall

    Kyle Kuykendall, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Andrew-Dickson

    Andrew Dickson

    Financial Advisor

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  • Patricia-Gerken

    Patricia Gerken, CFP, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020