The right moves for your financial future

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning three generations, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Co-workers in a lobby

Michael Laport

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Registered States:
  • CA
  • CO
  • HI
  • IL
  • LA
  • MD
  • MI
  • OH
  • OR
  • PA
  • SC
  • TN
  • MA
  • TX
  • WA

Education

  • MBA, Concentration in Finance, University of Chicago
  • BS Mechanical Engineering, Marquette University

Credentials

  • CERTIFIED FINANCIAL PLANNER™

As a trusted partner, I bring focus and expertise to deliver financial solutions tailored to your needs because I understand needs of people like you.

Executive compensation
Business Owners
Multi-generational families
775 Page Mill Road
Palo Alto, CA 94304
  • (650) 496-7417

Email Me

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    Michael Laport

    Senior Vice President–Wealth Management

    Financial Advisor

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    Karen Degro, CFP

    Financial Advisor

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    Oscar Aviles

    Client Service Associate

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    Sharee Tidwell

    Client Service Associate

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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.

Our Philosophy

Our Philosophy

Invest for good

Your life, wealth and future

Your life, wealth and future

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

Insights