Insight for every stage of your business

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Entrepreneurial Wealth Management

The ‘Mission Wealth Management’ name pays homage to the origins of San Diego, and emphasizes our commitment to help our clients achieve their mission. Mission Wealth Management helps entrepreneurs of high growth companies foster business growth and manage personal wealth. 

The Four Cornerstones of Mission Wealth Management include:

Business Growth
We leverage the vast capabilities of UBS and our strategic partners to access the capital needed to unleash business growth.  Whether it is through capital raises, debt financing, commercial real estate lending, or personal loans, we know how to cut through the noise to find the funds you need for your business.

Corporate Services and Employee Benefits
We provide a wide range of corporate services essential to the success of your business: cash management services to earn higher returns on cash holdings in this low interest rate environment, corporate retirement plans (e.g. 401(k), defined benefit, deferred comp), equity compensation plans, Employee Stock Ownership Plans (ESOP), buy-sell agreements, amongst others.

Exit Planning
As Certified Exit Planning Advisors, we have the resources to provide valuations, maximize enterprise value, and execute the transaction. We leverage UBS' Investment Bank, along with our network of tax, legal, and boutique investment banking partners to learn what is most important for you in an exit. We work with you personally and financially to prepare you for an exit on your terms and for life after the sale by performing extensive Liquidity Planning, so you keep as much of the proceeds as possible.  

Wealth Management for Entrepreneurs
Using our Wealth Management Process, we work with you to clearly define your personal and financial goals, and build a comprehensive financial plan. During plan implementation, we create a tailored investment portfolio for you – not a cookie-cutter model portfolio – to make sure you have the confidence your investments are aligned with your short, intermediate, and long term legacy goals.

  • Luke Ervin Profile Photo

    Luke Ervin, CIMA®, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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  • DeNeen Avina Profile Photo

    DeNeen Avina

    Senior Client Service Associate

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  • Matthew Lord Profile Photo

    Matthew Lord

    Wealth Strategy Associate

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    Robert Mourad, CFP, CIMA

    Director

    Portfolio Strategy Consultant

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    Lisa Snyder

    Executive Director

    Wealth Planning Strategist

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    Casey Verst

    Executive Director

    Senior Wealth Strategy Consultant

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

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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