The advice successful investors seek

Private Wealth Management

Dellinger, Bickham, Jackman and Gaitz Team

At Dellinger, Bickham, Jackman and Gaitz Wealth Management, we believe there are three key reasons why you should choose us:

  • For more than 25 years, we have been serving successful investors and families like yours.
  • As a team of strategic thinkers in both private and institutional wealth management, we welcome financial complexity and the challenges—and opportunities—it can present.
  • Our team is structured and supported to deliver highly bespoke solutions—beyond your investment needs—for each generation.

We understand highly successful individuals and families

Because success is often the result of having the right advice to make the right decisions at the right time, access to the broadest range of planning and investment opportunities is critical. As Private Wealth Advisors, three who have earned the Family Office Consultant business designation, our team connects you to those opportunities—the expertise, global capabilities and financial and intellectual strengths of UBS. Committed to service that goes above and beyond, with attention to every detail, we’ll address your most important priorities and strive to make your experience with our team nothing short of outstanding. Be assured we’ll deliver the market intelligence and experience that can help inform the decisions you make for your family, your business and your legacy.

Committed to service that goes above and beyond, with attention to every detail, we’ll address your most important priorities and strive to make your experience with our team nothing short of outstanding.

- Dellinger, Bickham, Jackman and Gaitz Wealth Management

Exceptional caliber

100+

Collective years of experience

25+

Years in business as a team

$9 Billion

Assets under management


A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Expansive knowledge and experience

Expansive knowledge and experience

Uniquely customized solutions

Uniquely customized solutions

Unparalleled service

Unparalleled service

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights