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Financial planning

2022 year-end planning guide

The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Richard J. Mettman

    Richard J. Mettman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OK
    • PA
    • SC
    • TX
    • UT
    • VA
    • WI
    • WV

    As one of a small number of UBS Financial Advisors who have earned the designation of “Wealth Advisor", Rick is eminently qualified to provide highly personalized wealth management services to his clients. More than 45 years ago, Rick began his career at Gradison & Company, where he was instrumental in the development and management of Gradison mutual funds and in building their 401(k) capabilities. He is a graduate of Xavier University, where he earned a B.S./B.A. in economics. Rick was a trustee of the Gradison Retirement Savings Plan and a board member of Gradison & Company.

          8044 Montgomery Road
          The Towers At Kenwood
          Cincinnati, OH 45236
        • Lee G. Benmlouka

          Lee G. Benmlouka, CFP, CRPS

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • MI
          • MO
          • MT
          • NC
          • NJ
          • NY
          • OH
          • OK
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WI
          • WV

          Lee focuses on serving the wealth management needs of high net worth and ultra high net worth individuals. He also concentrates on helping small and medium-sized businesses with their corporate retirement plan needs. Lee joined UBS in 2007. Before becoming a part of the Mettman Wealth Management team, he specialized in sales for UBS’s securities backed lending business. A graduate of Michigan State University, Lee began his career as an engineer for Colgate-Palmolive. Read full bio

                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
              • Cody T. Nesbitt

                Cody T. Nesbitt

                Senior Wealth Strategy Associate

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                • AZ
                • CA
                • CO
                • DC
                • DE
                • FL
                • GA
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • MI
                • MO
                • MT
                • NC
                • NJ
                • NY
                • OH
                • OK
                • PA
                • SC
                • TX
                • VA

                Cody began at UBS in February of 2015 as a member of Mettman Wealth Management.  He works with the team to specialize in lending, insurance, and implementing tailored investment solutions to fit all of our client's needs. Cody is originally from Paducah, KY and has a BBA in Finance from the University of Kentucky and an MBA in International Business from Xavier University. Cody holds a Series 7 and 66 security license.  Outside the office, Cody enjoys traveling, skiing, and watching sports.

                      8044 Montgomery Road
                      Suite 100W
                      Cincinnati, OH 45236

                    Mettman Wealth Management distinguishes itself with both financial experience and personal service.  We take great pride in developing relationships that span decades and generations.  With such discerning clients, we know that longevity is the greatest validation of our efforts.

                    From coast to coast, we work closely with our private and institutional clients to help achieve their objectives both today and in the future.  Our clients look to us for our 40 plus years of experience and the resources brought to bear by a truly global firm.

                    We are intensely committed to:

                    • Understanding your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make
                    • Recommending solutions designed to help pursue your wealth planning needs
                    • Working with you to implement these recommendations
                    • Adjusting strategies as needed to suit your evolving needs
                    • Acting on your behalf, with integrity and respect for your concerns and privacy
                    Mountaintop

                    Defining your priorities. Pursuing what matters.

                    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.

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