$3.9 trillion
In invested assets globally
As of 12/31/2022
At MainStreet Wealth Management Group, we are more than just a team of financial professionals within UBS. We are more like a family, dedicated to creating a unique and client-focused approach to wealth management. We were inspired by the values of Main Street U.S.A., where community, trust, and genuine connections are at the core of everything we do.
We focus on building lasting relationships with our clients and taking the time to understand their needs. By putting our clients first, we strive to create a more approachable, friendly, and trustworthy environment for wealth management. We differentiate ourselves from the traditional impersonal nature of Wall Street by offering tailored, long-term financial solutions that prioritize our clients' best interests.
We'd like to believe that today, we serve as an example of what can be achieved when financial professionals break away from the mold and embrace the values that matter most. Our commitment to trust, transparency, and genuine care for our clients demonstrates that it is possible to build a successful wealth management business rooted in integrity and shared goals.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
See what sets us apart from the competition and how we help our clients everyday!
How we helped a divorcée take stock of her finances, assess her priorities and then forge a path for her future—with clarity and confidence.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Let's put your plan in place, for today, tomorrow and for generations to come
You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.
When we came together as a team, we decided to call ourselves MainStreet Wealth Management Group because we wanted to emphasize our commitment to aligning with our clients' values and providing personalized, transparent financial solutions. We aim to make our clients feel that we are on the same side, working together to achieve shared goals.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Team Administrator
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
Client Associate
First Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Team Administrator
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
Client Associate
First Vice President–Wealth Management
Financial Advisor
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
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
