$7 trn
UBS Group invested assets
As of 12/31/2025
The Miremadi-Heintz Group incorporates integrity, advocacy, and process to help clients address the complex challenges of enhancing, preserving, and managing their wealth. We are driven by the strongly held belief that our purposeful effort, combined with our individual and collective skills, can help clients improve the quality of their lives.
A team approach. Each member of the Miremadi-Heintz Group has a specific role and responsibility. But beyond our specialties and vast experience, clients have the strength of a dedicated and accessible team prepared to solve their most pressing challenges. The high-touch service provided to clients can be relied on by each generation of their family. It is our commitment to simplify the financial lives of our clients by leveraging the resources of UBS, our extensive professional network, and our consistent approach to managing wealth.
Our intention is to:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
The foundation of our business is focusing on long-term relationships that are cultivated through trust and open communication. Understanding the financial lives of our clients, their future aspirations, and their tolerance for risk serve as the framework for our client-centric financial planning process.
We can help you build a comprehensive financial plan by bringing together all the resources you need under one roof. We make it easy and efficient to do business, access solutions and get clear answers to make informed decisions.
Our team takes pride in following a disciplined, asset-allocation approach to portfolio management built on time-tested investing principles. The investment goal for our strategies is to provide clients with market-driven returns through size, style, and geographic diversification while dampening and navigating unforeseen risks. We seek to bolster returns through tactical allocations, providing a broad range of investment choices to serve client needs.
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.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Team Administrator
Client Associate
NMLS #637447
Senior Wealth Management Banker, UBS Bank USA, N.A.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Team Administrator
Client Associate
NMLS #637447
Senior Wealth Management Banker, UBS Bank USA, N.A.
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.
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.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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.
Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025
The 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.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
