How can you pursue what matters most?

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

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.

  • Cynthia Bassett - Profile Photo

    Cynthia Bassett

    Senior Vice President–Wealth Management

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Cynthia has been in the forefront of women providing financial advice!  Fewer than 3% of financial advisors were women when she entered the field.  Her success has been built upon trust, honesty, integrity, and dedication.  Relationships span three generations of making decisions with individuals and families on their long term portfolios.  The best solutions for wealth management are discussed based on the client’s financial goals and life objectives.

    Global travels bring a special perspective on an international scale, while community involvement assures an understanding of the ever-changing local environment.  For the past ten years Cynthia has attended the prestigious invitational Barron’s Top Women Advisors Summit giving additional insight into industry opportunities.

          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
        • John T. Egan - Profile Photo

          John Egan

          Executive Director

          Financial Advisor

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • PA
          • RI
          • SC
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WV

          John started his financial career in 1979. He spent twenty-six years at Morgan Stanley which was known as Dean Witter before the firms merged. His experience includes client portfolio management, branch office management in Ohio and Michigan, and product and services marketing management at Morgan Stanley's corporate offices in New York. John joined UBS Financial Services in 2008. He has managed UBS branch offices in Akron, Pepper Pike, and Cleveland. A graduate of Miami University, John is a fully licensed Financial Advisor also carrying commodities, insurance, and Branch Management licenses.

          John resides in Shaker Heights, Ohio with his wife and daughters.

            • Miami University
            • Portfolio Manager
            30050 Chagrin Boulevard
            Suite 200
            Pepper Pike, OH 44124
          • Steven M. Hale - Profile Photo

            Steven Hale

            First Vice President–Wealth Management

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            • AK
            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • IL
            • IN
            • MA
            • ME
            • MO
            • NC
            • NH
            • NJ
            • NM
            • NY
            • OH
            • PA
            • TX
            • VA
            • WA
            • WI
            • WV

            Steven designs and implements personalized financial, investment, retirement, and estate planning strategies for his clients.  He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1992.  With careful dedication and a prudent eye towards the future, he believes in total wealth management based upon in-depth research, intellect, and old-fashioned hard work.

            As a portfolio manager, Steven applies the knowledge and discipline acquired as a result of his over 33 years of experience in the financial markets to tactically guide his clients through all types of market conditions.

            Steven is a past trustee of the Cleveland Institute of Art.  He is an accomplished photographer who has won numerous awards.

                • CERTIFIED FINANCIAL PLANNER™
                • Portfolio Manager
                30050 Chagrin Boulevard
                Suite 200
                Pepper Pike, OH 44124

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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