Tailored wealth advice

Professional guidance that helps inspire confidence

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Four people meeting in glass office

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

A focus on personalized access and service

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.

Container ship

Maximize your potential wealth

UBS offers a variety of investment advisory programs—including both nondiscretionary and discretionary offerings—to help you pursue your financial objectives. Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.

Insights

You may find these articles of interest.

Modern Retirement Monthly

Modern Retirement Monthly

Traditional or Roth?

For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

Martin Topol

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • CA
  • CT
  • DE
  • FL
  • GA
  • LA
  • MA
  • MN
  • MO
  • NC
  • NM
  • NY
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • International Business, New Jersey City University

Credentials

  • Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Investing
Banking
Lending services
Cash management
Retirement planning
Estate planning strategies
Philanthropy
816 Highway A1A North
Ponte Vedra, FL 32082
  • (904) 280-6010

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