UBS is a world-leading wealth manager
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
I started helping build, manage, preserve and transition wealth for a select group of individuals, families, professionals and business owners over 20 years ago. I take a comprehensive planning approach to the four cornerstones of wealth management: Investment, liability management, risk management (including Insurance), Estate investment planning and fiduciary services.
My purpose driven process begins with listening to my clients needs and concerns, then documenting their plans and goals to understand their current situation, their past experiences, and their goals for the future. Then we get to work developing financial strategies I believe are in the best interest of my client. Together, we implement those strategies and we monitor, evaluate progress and make adjustments when there are material changes in the environment.
Planning is not a single event- it is a process. As your life circumstances change, so must the investment strategies we use to meet your objectives. This is why I work with my clients on an ongoing basis to design and customize strategies targeted to your specific needs and goals. This includes planning for the transition of your wealth to children and beneficiaries.
After graduating from University of Southern California with my Bachelor’s in Business, I went into the Real Estate business and the LA earthquake made me look to my other major in portfolio management and became a financial Advisor.
Family is very important to me and I take that interest into my practice with my clients. I spend time with my wife, my young daughter and son being active with their afterschool activities. I also like going hiking, riding a motorcycle, cooking and being the handyman at our home.
In this guide you can explore an array of planning ideas, such as:
Our approach 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.
Pat Corry, Head of Portfolio Strategy & UBS Wealth Way Solutions in the UBS Americas Chief Investment Office, and Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Solutions, CIO Americas sat down with Dr. Marc Milstein, a leading brain health expert, to discuss how our brains change as we age, surprising factors that age the brain and the costs associated with brain health issues.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
UBS is a world-leading wealth manager
More than 150 years
offering financial advice
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022