Let's move forward. Together.

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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Matthew Y. Parish

First Vice President–Wealth Management

Comprehensive financial planning is more than just a series of formulas or data gathering. It’s insightful conversations that help you understand your immediate and long-term goals and the critical financial decisions you need to make to successfully pursue those goals over a lifetime.  Matt and his team offer full service wealth management, encompassing estate planning, insurance needs, liability management, banking and investments.  In addition,  Matt can provide both the individual and small business owner retirement solutions, including pension plans.

With more than 25 years of experience in the financial services industry, Matt's primary objective is to employ his vast knowledge in helping his clients preserve and grow their wealth.  Matt can also put to work for you our firm's industry-leading insights and extensive global resources, so regardless of market conditions, you have a clear direction and a strategy to guide you.

Matt resides in Greenwood Village with his wife, Rene and son Matthew Jr.   In his spare time he enjoys staying fit and giving back to the community.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • ID
  • KS
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA
  • WI
10375 Park Meadows Drive
Suite 400
Lone Tree, CO 80124
  • (303) 267-3013

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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