Your evolving business

Comprehensive wealth management for business owners

Mountain climbers reaching the summit

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.

Architect at drawing table

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Benjamin Miller Profile Photo

    Benjamin Miller

    Senior Vice President–Wealth Management

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    Rank
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA
    • WI
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2022
    • Illinois Wesleyan University
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Certified Exit Planning Advisor
    303 East Main Street
    Barrington, IL 60010
  • Holli Le Fever Profile Photo

    Holli La Fever

    Client Service Associate

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        • Eastern Illinois University
          303 East Main Street
          Barrington, IL 60010
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          Valerie Erfort

          Wealth Management Associate

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IA
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NE
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
                303 East Main Street
                Barrington, IL 60010

              Sustainable investing

              Advice for business owners and entrepreneurs

              Advice for business owners and entrepreneurs

              Business transition and succession planning

              Business transition and succession planning

              A way forward

              Understanding your life, your wealth and what you want to accomplish.

              We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

              Let's talk about how we can help you plan for the life you want

              Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.3 trillion

              In invested assets globally 
              As of 12/31/2021

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

              Insights