Your wealth. For generations.

Create your legacy for those who matter

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Michael B. Block, AWMA

Senior Vice President–Wealth Management

I began my career at a boutique investment advisory office while attending college but have been investing and planning since I was 17. From the beginning I have loved every aspect of it. I have grown my practice through one of the worst economic downturns since the Great Depression. It was in 2011 that I transitioned my practice to UBS Financial Services where I have greater access to the information, tools and services my clients demand.

As a steward of my clients' assets, I work with a limited group of business owners and families who entrust me to oversee all aspects of their financial lives and provide objective advice with their best interests at heart. Doing so allows me to successfully deliver a very high level of personal service. Delegating affords them the ability to focus on what matters most to them; their business, career, family or enjoying retirement.

What my clients say make me distinct is my ability to deliver relevant information for them to easily understand, my passion for planning and advice beyond investments, and transparency around how I am compensated

I have a bachelor degree from the University of Minnesota where I studied domestic and foreign politics, economics and the effects each has on the other. I hold an Accredited Wealth Management Advisor designation, AWMA, signifying the completion of advanced education in the art of the comprehensive wealth management relationship.

I currently reside in Chanhassen, MN with my amazing wife, Colleen. In my leisure time I can be found with family and friends, boating, fishing, traveling and volunteering for local community and charitable organizations. I am a car fanatic and would consider myself an adventurous "foodie" trying new foods and restaurants.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • MT
  • NC
  • ND
  • NM
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • B.S., University of Minnesota


  • Accredited Wealth Management Advisor
  • Portfolio Manager

Financial planning
Long-term care planning
Estate planning strategies
Legacy planning
Multi-generational families
Corporate executives
Business Owners
681 East Lake Street
Wayzata, MN 55391
  • (952) 249-4777

Email Me

Sustainable investing

Sustainable investing

Multigenerational families

Multigenerational families

Business transition and succession planning

Business transition and succession planning

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Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

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