Financial planning and beyond

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.

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Marne "Anderson" Head, CFA

Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • CT
  • FL
  • ID
  • MD
  • MI
  • OR
  • PA
  • SC
  • TX
  • WA
  • WI
  • WY

Education

  • Business Administration Degree, University of Washington

Credentials

  • Chartered Financial Analyst®
  • Wealth Advisor
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (206) 447-2447

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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As of 06/30/2024

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