A plan for today, tomorrow and generations to come

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A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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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.

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    Michael Matthews

    Senior Vice President–Wealth Management

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    • AR
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
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    • MA
    • MD
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    • Barron's Top 1,200 Financial Advisors, 2018
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Wealth Advisor
      6070 Poplar Avenue
      Triad Center III
      Memphis, TN 38119
      michael.matthews@ubs.com
      Michael Matthews
      6070 Poplar Avenue,Memphis,TN,38119
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      Elliot Kiersky

      Senior Vice President–Wealth Management

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      • AR
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KS
      • MA
      • MD
      • MN
      • MO
      • MS
      • NC
      • NE
      • NJ
      • NV
      • NY
      • OR
      • SC
      • TN
      • TX
      • UT
      • VA
      • WI
      • WY
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Wealth Advisor
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
        elliot.kiersky@ubs.com
        Elliot Kiersky
        6070 Poplar Avenue,Memphis,TN,38119
      Three generations in apple orchard

      Turn possibilities into a plan

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      A leading global wealth manager

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      ElectionWatch 2024

      24 questions for the '24 US election

      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

      Download the report

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      $5.9+ trn

      UBS Group invested assets
      As of 06/30/2024

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      UBS is a leading and truly global wealth manager

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