The right path toward retirement

Lift ascending the mountains

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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.

  • Subeer Manhas

    Subeer Manhas

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • MA
    • ME
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Subeer has over 24 years of wealth management experience. He is dedicated to creating long-term relationships with his clients. Subeer focuses on putting his clients' goals first. He listens carefully to concerns and needs, and works attentively to develop a financial plan that maximizes wealth. Subeer wants to ensure that client goals and objectives are being met.

    Subeer is a graduate of the University of California, San Diego with a B.A. in Economics and a graduate of DePaul University with a M.B.A. in Finance.

    A Washington native, Subeer and his wife Sonia reside on Mercer Island with their 4 kids. Away from the office, he spends time traveling, playing golf, tennis, and basketball. Subeer is a supporter of many non-profit organizations such as Asha for Education, Kiran-Anjali Project, CanCan, and the Mercer Island School's Foundation.

          225 108th Avenue NE
          Suite 800
          Bellevue, WA 98004
        • Daniel-Wilskie

          Daniel Jay Wilskie

          Senior Vice President

          Financial Advisor

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          • AK
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • MA
          • ME
          • MI
          • MN
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA

          It's vital to take a holistic approach to wealth management, and it all begins with this promise: to provide you with the insight and perspective that, over time, can make a valuable difference in your life. Whether it's to protect your estate for the next generation or to contribute to the philanthropic causes that mean so much, I provide the guidance you need to gain clarity, weigh your next steps and choose a strategy you can depend on and begin acting on today.

                225 108th Avenue NE
                Suite 800
                Bellevue, WA 98004
              • Darby-Jones

                Darby Jones

                Team Administrator

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                • CA
                • NJ
                • NY
                • OR
                • WA

                      225 108th Avenue NE
                      Suite 800
                      Bellevue, WA 98004
                    • McMenamin

                      Mari McMenamin

                      Client Associate

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                              225 108th Avenue NE
                              Suite 800
                              Bellevue, WA 98004

                            The circular economy: What is it?

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager