How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Nicholas G. Bode

First Vice President–Wealth Management

Nick began his career shortly after graduating from Colorado State University, where he played rugby and earned a business degree concentrating in finance.

Nick enjoys helping his clients with wealth planning strategies involving retirement, estate planning, corporate stock plans and many other pieces of their financial lives.  He draws his knowledge from  over 14 years of experience.

His love for finance dates back to his childhood, when he joined his 6th grade stock club.  In college he interned at Charles Schwab before joining Merrill Lynch after graduation where he worked for the next 10 years.

He earned his Certified Financial Planner™ certification in 2005.

In January of 2009 he joined UBS in the downtown Boulder office.

He lives in Broomfield with his wife, Richelle, and their 3 kids.  Outside the office he enjoys skiing, golf, hiking, running, playing hockey, and spending time with his family.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY
3711 John F. Kennedy Parkway
Suite 410
Fort Collins, CO 80525

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings