Begin with a plan

For your goals. For your future.

These are dynamic times. You face opportunities and challenges at each stage of life: starting a family, buying a dream home, transitioning a business, entering retirement and preserving all you have built for future generations. That is why confidence, transparency and an authentic relationship with your Financial Advisor are essential.

Our entire team is committed to learning about you, your family and your values. By actively listening, we gain a clear understanding of the motivations and passions that drive each generation. We then work with you to build a financial strategy that helps put you—and keep you—on track to meeting your goals.

Our commitment to you:

A focus on accountability, always putting your interests first
Investment and wealth planning advice that is informed by the global resources of UBS and inspired by a deep commitment to our clients and community
A high-touch, personalized client experience that offers proactive guidance at the intersection of family, business, finance and legacy

Start the planning conversation

Gregory Golding, CIMA, CWS, CFS, RMA, CDFA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Greg started his career with PaineWebber in 1989, which was later acquired by UBS in 2000. Greg co-founded Mogul Wealth Management and is a Senior Vice President–Wealth Management as well as a Senior Managed Accounts Consultant, focusing on institutional money managers. He has served on the UBS IRA Rollover Advisory Council as well as the Investment Consulting Services Advisory Council. Greg’s areas of expertise are investment consulting and management, retirement planning and wealth planning associated with divorce.

Credentials that build confidence
Greg holds a degree in Economics from Tulane University in New Orleans. He earned his Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute in conjunction with The Wharton School in 2002. He earned a Certified Wealth Strategist (CWS®) designation from Cannon Financial Institute in 2014 and in February 2016, he earned a Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance. He obtained his Retirement Management Advisor (RMA®) designation in 2019 also from the Investments and Wealth Institute. Most recently, he completed the designation of Certified Divorce Financial Analyst (CDFA®) from the Institute of Divorce Financial Analysts. Greg maintains his Series 7, 63 and 65 licenses as well as his state Insurance License.

Outside of UBS
Greg is an active member of the Park City community. He sits on the board of multiple non-profits that are near to his heart. He lives the mountain lifestyle by enjoying golf, fly fishing, mountain biking, nordic and alpine skiing and ice hockey.
- Barron's Top 1,000 Financial Advisors, 2010, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2015, 2018, 2019, 2020
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2022, 2023The 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Certified Fund Specialist®
- Certified Investment Management Analyst®
- Certified Wealth Strategist®
- Retirement Management Advisor®
- Certified Divorce Financial Analyst
255 Heber Avenue
Park City, UT 84060
Noah Levine, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Noah joined UBS in 2008 and is a founding member of Mogul Wealth Management – a UBS Signature Team. Noah has been helping families strategize and implement wealth creation, retirement and transition plans since the year 2000. Covering areas of Wealth Management that are commonly overlooked, Noah brings a seasoned and detailed eye to help guide clients through the complexities of personal finance. Noah has completed UBS's Wealth Advisor Program and enjoys being part of successful, positive outcomes.

Credentials that build Confidence
Noah was appointed to UBS Director's Council from 2015 through 2018, and Presidents Council 2020-2022. Noah graduated from American University's School of Public Affairs with a BA in Political Science.

Outside of UBS
Noah is a proud husband, father, advisor and outdoorsman who is transparent, hardworking and honest. He sits on the board of the Sahm Family Foundation and dedicates time and resources to a variety of non-profit organizations.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Private Wealth Advisor
- Certified Exit Planning Advisor
206 East Avenue North
Ketchum, ID 83340
Brandon Little, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- KS
- LA
- MA
- MI
- MN
- MT
- NC
- ND
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Brandon joined Mogul Wealth Management in 2017 as a Wealth Strategy Associate. Brandon, in conjunction with the lead advisors, designs and implements tailored wealth strategies for families and institutions. Within the team, he specializes in equity allocation modeling and research, income strategies, cash flow analysis, and trading. Prior to joining UBS, he was a Financial Consultant for North Star Resource Group. Brandon maintains his Series 7 and 66 securities licenses.

Brandon grew up in Boulder, CO and earned a degree in Finance from Augsburg College in Minneapolis, MN- where he played on the Men’s Basketball team. Outside of the office, he enjoys spending time with his wife, Julia and dog, Sadie, trying to find his ball on the golf course, and giving back to the community through various organizations.
- CERTIFIED FINANCIAL PLANNER™
255 Heber Avenue
Park City, UT 84060

Gregory Golding, CIMA, CWS, CFS, RMA, CDFA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Greg started his career with PaineWebber in 1989, which was later acquired by UBS in 2000. Greg co-founded Mogul Wealth Management and is a Senior Vice President–Wealth Management as well as a Senior Managed Accounts Consultant, focusing on institutional money managers. He has served on the UBS IRA Rollover Advisory Council as well as the Investment Consulting Services Advisory Council. Greg’s areas of expertise are investment consulting and management, retirement planning and wealth planning associated with divorce.

Credentials that build confidence
Greg holds a degree in Economics from Tulane University in New Orleans. He earned his Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute in conjunction with The Wharton School in 2002. He earned a Certified Wealth Strategist (CWS®) designation from Cannon Financial Institute in 2014 and in February 2016, he earned a Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance. He obtained his Retirement Management Advisor (RMA®) designation in 2019 also from the Investments and Wealth Institute. Most recently, he completed the designation of Certified Divorce Financial Analyst (CDFA®) from the Institute of Divorce Financial Analysts. Greg maintains his Series 7, 63 and 65 licenses as well as his state Insurance License.

Outside of UBS
Greg is an active member of the Park City community. He sits on the board of multiple non-profits that are near to his heart. He lives the mountain lifestyle by enjoying golf, fly fishing, mountain biking, nordic and alpine skiing and ice hockey.
- Barron's Top 1,000 Financial Advisors, 2010, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2015, 2018, 2019, 2020
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2022, 2023The 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Certified Fund Specialist®
- Certified Investment Management Analyst®
- Certified Wealth Strategist®
- Retirement Management Advisor®
- Certified Divorce Financial Analyst
255 Heber Avenue
Park City, UT 84060
Noah Levine, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Noah joined UBS in 2008 and is a founding member of Mogul Wealth Management – a UBS Signature Team. Noah has been helping families strategize and implement wealth creation, retirement and transition plans since the year 2000. Covering areas of Wealth Management that are commonly overlooked, Noah brings a seasoned and detailed eye to help guide clients through the complexities of personal finance. Noah has completed UBS's Wealth Advisor Program and enjoys being part of successful, positive outcomes.

Credentials that build Confidence
Noah was appointed to UBS Director's Council from 2015 through 2018, and Presidents Council 2020-2022. Noah graduated from American University's School of Public Affairs with a BA in Political Science.

Outside of UBS
Noah is a proud husband, father, advisor and outdoorsman who is transparent, hardworking and honest. He sits on the board of the Sahm Family Foundation and dedicates time and resources to a variety of non-profit organizations.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
- Private Wealth Advisor
- Certified Exit Planning Advisor
206 East Avenue North
Ketchum, ID 83340
Brandon Little, CFP

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- ID
- IL
- KS
- LA
- MA
- MI
- MN
- MT
- NC
- ND
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Brandon joined Mogul Wealth Management in 2017 as a Wealth Strategy Associate. Brandon, in conjunction with the lead advisors, designs and implements tailored wealth strategies for families and institutions. Within the team, he specializes in equity allocation modeling and research, income strategies, cash flow analysis, and trading. Prior to joining UBS, he was a Financial Consultant for North Star Resource Group. Brandon maintains his Series 7 and 66 securities licenses.

Brandon grew up in Boulder, CO and earned a degree in Finance from Augsburg College in Minneapolis, MN- where he played on the Men’s Basketball team. Outside of the office, he enjoys spending time with his wife, Julia and dog, Sadie, trying to find his ball on the golf course, and giving back to the community through various organizations.
- CERTIFIED FINANCIAL PLANNER™
255 Heber Avenue
Park City, UT 84060

Accessing resources. Delivering solutions.

UBS Wealth Management is solely dedicated to serving the complex needs of highly successful individuals and families. This access, combined with our years of experience, puts us in the position to help you seize opportunities and meet the financial challenges you may face.

We provide access to the stability, institutional knowledge and expertise of UBS, one of the largest wealth managers in the world:

Family Office Solutions Group
Family Advisory and Philanthropy Services
Global Family Office
Portfolio Advisory Group
Tailored financing solutions
Global wealth management research

Your life, wealth and future

How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. This approach can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Our Process

No one wants to outlive their money.
But you also don’t want to live with untapped potential.

A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Business transition and succession planning

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

Start the conversation

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Begin with a plan

Gregory Golding, CIMA, CWS, CFS, RMA, CDFA

Noah Levine, CEPA

Brandon Little, CFP