Your life. Your wealth. Your future.

Pursue what matters most

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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.

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    Michael S. Jankiewicz

    Managing Director–Wealth Management

    Financial Advisor

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    Michael S. Jankiewicz is a Managing Director, Private Wealth Advisor, and co-founder of North Point Partners. Michael (Mike) joined UBS's predecessor, PaineWebber, in 1985, where he gained substantial experience in fixed income securities while working on the municipal trading desk. In 1993, he served as the Assistant Market Head in UBS's Wealth Management division. He has extensive experience in managing the complex financial needs of multi-generational families, bringing clarity and confidence to his clients.

    Mike graduated from the University of California, Los Angeles with a Bachelors in Economics.

    In his free time, Mike likes to stay active in his local community and serves on the Board of Volunteers for the Napa Valley Baseball Club. He and his wife Robin, have been married since 1991 and have two children: Alexandra and Michael. Mike grew up and lives in Napa, California.

      • University California, Los Angeles, Bachelor of Arts, Economics
        703 Trancas Street
        3 and 4 Financial Plaza
        Napa, CA 94558
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        Norman A. Epstein

        Senior Vice President–Wealth Management

        Financial Advisor

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        Norman A. Epstein is a Senior Vice President and Private Wealth Advisor with North Point Partners. Prior to joining UBS in 2016, he was a Director at Credit Suisse for 17 years. Norman brings a disciplined ability to analyze data and break complex problems down into simple, efficient solutions for clients. Working closely with entrepreneurs and executives, he takes a proactive approach to collaborate with an ecosystem of experienced advisors increasing his clients’ ability to focus on what they do best.

        Norman received his Bachelors in Economics from the University of California, Santa Barbara.

        A lifelong resident of California, Norman likes to stay engaged with his community coaching youth soccer, working with local Jewish Community outreach programs, and volunteering with American Corporate Partners (ACP) to help military veterans transition into the civilian workforce. Norman and his wife, Karen, live on the Peninsula and have two children: Samantha and Leo.

        • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

        • University of California, Santa Barbara, Bachelor of Arts, Economics
          555 California Street
          32nd/ 34th /46th Floor
          San Francisco, CA 94104
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          Diane L. McMinds

          Senior Vice President–Wealth Management

          Financial Advisor

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          Diane L. McMinds is a Senior Vice President with North Point Partners. Diane began her career at Montgomery Securities in 1992 before joining UBS in 2003. Establishing herself as a true partner and advocate for women in charge of their finances, Diane brings her personal passions and insights to the Team through her commitment to empowering her clients. From optimizing investment portfolios to engaging in complex planning, Diane strives to maximize families’ impact and legacy.

          Diane graduated from the University of California, Santa Barbara with a Bachelors in Economics.

          In her free time, Diane enjoys cycling, live music, and quilting. She is an active volunteer with the SIFMA Foundation, focused on expanding financial literacy in schools. Diane is also a certified Mental Health First Aider at Work volunteer through the National Council for Behavioral Health. She and her children, Natalie and Owen, live in Napa, California.

          • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
          • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
          • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

          • University of California, Santa Barbara, Bachelor of Arts, Economics
            703 Trancas Street
            3 and 4 Financial Plaza
            Napa, CA 94558
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            Eavenson S. Horter

            Senior Vice President–Wealth Management

            Financial Advisor

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            Eavenson (Eaven) S. Horter is a Senior Vice President-Wealth Management with North Point Partners. Drawing on over 20 years of industry experience, Eaven works closely with entrepreneurs and executives as their Financial Advisor to manage concentrated risk and provide holistic investment and planning advice.  Client education and organization are core elements to his approach, which is why many clients utilize his team as a strategic sounding board across their balance sheet.  His guidance emphasizes the importance of developing action plans and identifying impactful planning opportunities. 

            Prior to joining UBS in 2019, Eaven was an Executive Director for J.P. Morgan Private Bank in Northern California, where he spent nearly a decade helping lead their Growth Equity practice, advising entrepreneurs and executives on investment and wealth planning opportunities. Eaven began his career in Goldman, Sachs & Co.'s Private Wealth Management group in 2000 and spent most of 2009 at a boutique investment firm as a senior research analyst, portfolio strategist and financial commentator on international news broadcasts.

            Eaven received his BBA in Finance from Emory University's Goizueta Business School. In his free time, he enjoys competitive sailing, surfing and volunteering for charities that support homeless and youth programs. He and his wife Natalie live in San Francisco.

              • Emory University, Goizueta Business School, Bachelor of Business Administration, Finance
                555 California Street
                32nd/ 34th /46th Floor
                San Francisco, CA 94104
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                Barry N. Goldstein

                Senior Vice President–Wealth Management

                Financial Advisor

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                Barry N. Goldstein is a Senior Vice President based in San Francisco. Barry began his career as a Financial Advisor in 1982 with Smith Barney, working with multi-generational families focused on wealth preservation and income generation.

                Barry maintains his Series 7, Series 31, Series 52, Series 53, and Series 63 licenses, as well as his California, New York, Massachusetts, Nevada Life, Accident and Health licenses.

                 Barry began his career as Northwest Regional House Counsel for Cushman & Wakefield. He graduated from Kent State University with a degree in Political Science and went on to pursue his Juris Doctor degree from the University of Miami in Coral Gables, Florida. Barry and his wife Leslie like to stay active in their local community, volunteering with Mercy for Animals, PETA, ASPCA, and Doctors Without Borders. Barry grew up in Roslyn Heights, NY and currently resides in San Francisco.

                  • Kent State, Political Science
                  • University of Miami, Coral Gables, Juris Doctor
                    555 California Street
                    32nd/ 34th /46th Floor
                    San Francisco, CA 94104
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                    Eileen H. Rowley, CFP®, AWMA®

                    Account Vice President

                    Financial Advisor

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                    Eileen H. Rowley is an Account Vice President with North Point Partners. Prior to co-founding North Point Partners, she was a Wealth Planning Associate at UBS working closely with top financial advisors in Northern California to deliver sophisticated wealth planning strategies. Eileen has broad experience across investment management and research, single stock concentration issues, wealth planning and tax optimization.  

                    Eileen is a Certified Financial Planner™, Accredited Wealth Management Advisor℠ and Certified Public Accountant (Inactive). 

                    Prior to joining UBS, Eileen worked at The Capital Group and Cooley LLP. She graduated from the University of Southern California with a Masters in Accounting, and holds a Bachelors in Economics. She is a member of the California Society of CPAs and the USC Alumni Association. She also serves as a Board Member of the University of Southern California's Leventhal School of Accounting, Recent Alumni Board.

                    In her free time, she enjoys travelling, cooking, and volunteering with charities supporting early childhood literacy in the Bay Area. Eileen grew up in Danville, California and currently resides in San Francisco.

                      • University of Southern California, Master of Accounting
                      • Accredited Wealth Management Advisor℠
                      • CERTIFIED FINANCIAL PLANNER™
                      555 California Street
                      32nd/ 34th /46th Floor
                      San Francisco, CA 94104

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    Goals-based planning

                    Goals-based planning

                    Business transition and succession planning

                    Business transition and succession planning

                    Multigenerational wealth planning

                    Multigenerational wealth 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.

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                    UBS is a world-leading wealth manager