The right moves for your financial future

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.

Young woman on smart phone

Michael Scott Frantz, CFP

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:

  • Outdoors For All - Ski instructor
  • King County Library System Foundation - Finance and Audit Committee
  • World Affairs Council of Seattle - Fellows Program
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • B.A. Economics, University of Washington
  • CERTIFIED FINANCIAL PLANNER™ Curriculum, The American College of Financial Services
  • The Bridge: Board Training, Seattle Works

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager

Advice and Solutions for Green Tech Entrepreneurs and Business Owners

Financial planning
Retirement planning
Estate planning strategies
Exit planning
Sustainable investing
Impact investing
Business Owners
Entrepreneurs
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 628-8517

Email Me

Michael Scott Frantz, CFP is also part of:
The Arbor Group

Advice and Solutions for Green Tech Entrepreneurs and Business Owners

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Business transition and succession planning

Business transition and succession planning

Global Visionaries

Global Visionaries

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

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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