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

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

$2.8 trillion

In invested assets globally 
As of 06/30/2022


Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

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.

Our Philosophy

We do more than manage money.
We optimize potential.

We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.

We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.

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Investors aren't panicking …

UBS Investor Watch

Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

Want fresh insights into what matters most to you?

Download the full report

Martin Topol

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • FL
  • GA
  • LA
  • TN


  • International Business, New Jersey City University


  • Portfolio Manager
  • Wealth Advisor

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

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

Email Me