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$5+ trillion
In invested assets globally
As of 11/07/2023
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
First Vice President–Wealth Management
Mike possesses a passion for entrepreneurship and appreciates the work ethic required to be a successful business owner. As a financial advisor, he cultivated a practice of private clientele through hard work, perseverance and a little bit of luck. Mike's sixteen years of financial services experience have given him the capability and knowledge to guide business owners as they transition out of their companies. He has a keen interest in working with companies and their owners in the green technology, sustainable agriculture and renewable energy sectors as he shares their principles of innovation and sustainability.
Mike is a graduate of the University of Washington where he studied economics. In 2011, he earned the CERTIFIED FINANCIAL PLANNER™ designation. Outside of work, Mike enjoys running, skiing, scuba diving, reading and traveling with his family.
Community Involvement:
Education
Credentials
Advice and Solutions for Green Tech Entrepreneurs and Business Owners
Michael Scott Frantz, CFP is also part of:
The Arbor Group
Lets connect
First Vice President–Wealth Management
Mike possesses a passion for entrepreneurship and appreciates the work ethic required to be a successful business owner. As a financial advisor, he cultivated a practice of private clientele through hard work, perseverance and a little bit of luck. Mike's sixteen years of financial services experience have given him the capability and knowledge to guide business owners as they transition out of their companies. He has a keen interest in working with companies and their owners in the green technology, sustainable agriculture and renewable energy sectors as he shares their principles of innovation and sustainability.
Mike is a graduate of the University of Washington where he studied economics. In 2011, he earned the CERTIFIED FINANCIAL PLANNER™ designation. Outside of work, Mike enjoys running, skiing, scuba diving, reading and traveling with his family.
Community Involvement:
Education
Credentials
Advice and Solutions for Green Tech Entrepreneurs and Business Owners
Michael Scott Frantz, CFP is also part of:
The Arbor Group
Lets connect
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$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
