Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Michael P. Sherman Jr.

Senior Vice President–Wealth Management

Michael Sherman has been in the Wealth Management business for over 20 years and has founded his practice on two simple values: safety and longevity. In today's world of an uncertain market outlook and a tough investing landscape, you can find comfort in knowing that your money is being safely handled by an industry veteran with an approach that is tailored to each individual client's risk tolerance and financial goals. With a reputation for prudent investing, Michael Sherman has successfully built and protected the wealth of hundreds of clients, assisting them in providing a safe financial future for themselves and their loved ones.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • SC
  • TN
  • TX
  • WA
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
  • (805) 367-3655

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What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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