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

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • IL
    • IN
    • KY
    • MA
    • ME
    • MI
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • 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
      • John Metcalfe - Profile Photo

        John Metcalfe

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • IL
        • IN
        • KY
        • MA
        • ME
        • MI
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • 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
          • Linda McGann - Profile Photo

            Linda McGann

            Senior Client Associate

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            • DC
            • FL
            • GA
            • ME
            • NC
            • OH

            Linda McGann serves as a Senior Registered Client Associate and has been in the financial services industry for over 30 years. After graduating from Ohio State University, her career began in 1986 at McDonald & Co. in Pepper Pike, Ohio. She currently holds her Series 7 and Series 66 licenses.  Linda lives in Hudson, Ohio with her husband. Together, they have two children and two grandchildren.

                  30050 Chagrin Boulevard
                  Suite 200
                  Pepper Pike, OH 44124

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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