Lasting relationships. For all that matters

Father and son handshake on the beach

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.

Co-workers

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.

  • Brett Mower Profile Photo

    Brett Mower

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
  • Timothy Gallagher Profile Photo

    Timothy Gallagher

    Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
  • Brian Crawford Profile Photo

    Brian Crawford

    Financial Advisor

    • image
    • image
    • image
  • Kelly Filipkowski Profile Photo

    Kelly Filipkowski

    Senior Client Service Associate

    • image
    • image
Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights