Global access. Strategic solutions.

Private Wealth Management

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Strategic solutions for your wealth

At Sage Partners, we understand that many of life’s big decisions involve your wealth. That’s why we are dedicated to working with high net worth individuals and families to help maximize that wealth. Our decades of collective experience, combined with our access to the vast resources and insight of UBS, one of the world’s largest wealth managers, makes us ideally positioned to deliver you bespoke advice and solutions. In working with you to articulate your financial goals and passions, both short and long term, our team uses a unique process centered on what values and issues are most important to you, your family and your business. All with the goal of giving you greater confidence in your future.

Our comprehensive approach and deep understanding of the opportunities and challenges faced by individuals and families with substantial wealth means that we can deftly address any issue that may arise, no matter how complex. We adopt a “family office–like” approach, and focus on bringing integrity, passion and strategic thinking to our relationship with you. Above all, you can rest assured that we will be there to guide and support you and your family as you navigate your wealth journey—assisting with everything from day-today minutiae to life-changing decisions.

Michael Peirce, CFP, CIMA

Managing Director–Wealth Management

Private Wealth Advisor

Mike joined UBS in 2014 and subsequently joined Sage Partners, joining a team dedicated to providing multigenerational wealth advice to a select group of affluent families, people in transition, successful business owners, corporate executives, foundation and non-profits organizations. Regardless of their source of wealth, Sage Partners leverages the global reach and resources of UBS to bring thoughtful solutions to address the financial needs of their clients and their families. Through a detailed multi-meeting process, his team provides strategies and solutions that go beyond their clients expectations.

With his 20+ year career defined by many leadership roles, Mike has been recognized with multiple awards and designations for his achievements. He has been named to UBS's Pinnacle Council, recognizing a small group of the top tier of advisors at the firm. Prior to joining Sage Partners Mike managed all of the UBS Wealth Management offices in the Utah Market..

Mike served as a Senior Vice President and an Executive Director prior to being promoted to Managing Director.  Mike has earned the CERTIFIED FINANCIAL PLANNER™ designation, representing a standard of excellence and a high level of competency, ethics and professionalism.  He is a Certified Investment Management Analyst® completing his coursework at The Wharton School at the University of Pennsylvania.  He is a Senior Portfolio Manager as well as one of only 50 UBS advisors in the country to hold the distinguished designation of Endowment & Foundation Consultant.

Prior to UBS Mike spent 13 years at Morgan Stanley serving as a Senior Vice President. 

He enjoys baseball and basketball having played the later collegiately at Utah Valley University.  He currently lives in the Salt Lake valley with his wife and their four children.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • KY
  • LA
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

  • Barron's Top 1,200 Financial Advisors, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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 ubs.com/us/en/designation-disclosures

Education

  • Bachelor's Degree, Westminster College
  • Consultants University, University of Chicago Booth School of Business

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Endowment & Foundation Consultant
  • Senior Portfolio Manager
95 State Street
Suite 2210
Salt Lake City, UT 84111
  • (801) 524-1826

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Michael Peirce, CFP, CIMA is also part of:
Sage Partners

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In invested assets globally 
As of 06/30/2022

51 countries

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