Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Matson Schwalm

Senior Vice President–Wealth Management

I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

I joined UBS Financial Services as a Registered Representative in 2002, and my practice concentrates on advising the high and ultra-high net worth market. I am focused on developing long-term relationships with entrepreneurs and business professionals with substantial earnings power or current assets. I work diligently to become a trusted advisor with the goal of simplifying the lives of my clients financially, therefore allowing them to concentrate on advising their clients, running their businesses, or simply enjoying their families and lives.

Prior to joining UBS, I was a member of Credit Suisse Private Banking Group USA as a result of its merge with Donaldson, Lufkin & Jenrette, where I began my career in Private Client Services in 1999.

I have a BA from Vanderbilt University and am Series 7, 63, 65, and 31 licensed for commodities and futures.

I currently live in Chicago with my wife, Samantha, and my two children, Forrest and Addison. In my free time, I enjoy playing golf, restoring antique boats, and spending time with my family.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY


  • BA, Vanderbilt University


  • Wealth Advisor
One North Wacker Drive
Chicago, IL 60606
  • (312) 525-4575

Email Me

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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