Your life. Your wealth. Your future.

Pursue what matters most

Mountain climbers reaching the summit

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Road

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Thomas Metcalfe - Profile Photo

    Thomas J Metcalfe, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • FL
    • IA
    • IL
    • IN
    • KY
    • MA
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VT
    • WA

    As a Certified Financial Planner® for over 24 years, my focus has been to provide financial planning to clients whereby I help them determine where they are now, what they will need in the future and what needs to be done to help them reach their goals.  Having attained the CFP® designation, I am held to strict standards of competency and fairness.

    Investments are an important piece of the planning process, but there is no substitute for experience—I have helped clients weather many difficult markets during my 35 year career, enabling them to reach their various life goals whether it be retirement, education funding, leaving a legacy or navigating a major life event such as marriage, divorce or the loss of a loved one.

    When I am not working I enjoy golf, travel and serving on the board of The Chagrin Valley Chamber of Commerce.  I am also formerly a board member of The Metzenbaum Center, serving individuals in Geauga County, Ohio with developmental disabilities.  I reside in Chagrin Falls with my wife Jerry and have two grown children, John and Kate.

        • CERTIFIED FINANCIAL PLANNER™
        30050 Chagrin Boulevard
        Suite 200
        Pepper Pike, OH 44124
        thomas.metcalfe@ubs.com
        Thomas J Metcalfe, CFP
        30050 Chagrin Boulevard,Pepper Pike,OH,44124
      • John Metcalfe - Profile Photo

        John Metcalfe

        Financial Advisor

        • image
        • image
        • AZ
        • CA
        • CO
        • DC
        • FL
        • IA
        • IL
        • IN
        • KY
        • MA
        • ME
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VT
        • WA

        John returned to his hometown in the fall of 2018 to join his father at UBS.  Building on a nearly 12-year career, John held roles at two major financial services firms where he helped financial advisors implement investment and risk management strategies for their clients. His desire to have a greater impact on the lives of individuals and families in reaching their financial goals led him to become a financial advisor.

        John graduated from the University of Dayton in 2006 and currently resides on the east side of Cleveland after relocating from Cincinnati, OH.

          • University of Dayton: 2006
            30050 Chagrin Blvd.
            Suite 200
            Pepper Pike, OH 44124
            john.t.metcalfe@ubs.com
            John Metcalfe
            30050 Chagrin Blvd.,Pepper Pike,OH,44124

          Why does A.I. in space matter?

          Outlook on interest rates

          Tree

          UBS and Credit Suisse—stronger than ever

          Global Wealth Report 2024

          Crafted wealth intelligence

          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.

          Gain additional insights into the trends shaping wealth in the US and around the world.

          Download the report

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights