Begin with a plan

For your goals. For your future.

Team Photo

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
Three generations in front yard

  • Gregory Golding

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

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • KS
    • LA
    • MA
    • MI
    • MO
    • MS
    • MT
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
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    • 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, 2023, 2024The 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
    • NL 2022

      Noah Levine, CEPA

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IL
      • KS
      • LA
      • MA
      • MD
      • MI
      • 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, 2023, 2024The 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 Thomas Little

        Brandon Little, CFP

        Senior Wealth Strategy Associate

        CERTIFIED FINANCIAL PLANNER™

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        • 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.

          Your life, wealth and future

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          UBS and Credit Suisse—stronger than ever

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          UBS Wealth Way

          Wealth from your point of view

          An approach that works for your entire financial life
          Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

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