Your life. Your wealth. Your future.

Pursue what matters most

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.

Start the conversation

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 J Metcalfe, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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

Financial Advisor
View bio
- 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

Thomas J Metcalfe, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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

Financial Advisor
View bio
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your life. Your wealth. Your future.

Pursuing your goals together

Thomas J Metcalfe, CFP

John Metcalfe

Thomas J Metcalfe, CFP

John Metcalfe

*

*

Education

Credentials

*

*