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:
  • CA
  • CO
  • DE
  • FL
  • MI
  • NJ
  • NV
  • NY
  • SC
  • TX
  • WI
3711 John F. Kennedy Parkway
Suite 410
Fort Collins, CO 80525
  • (303) 441-5352

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The Year Ahead - Sustainable Investing

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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