Your life. Your wealth. Your future.

Pursue what matters most

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 three generations, 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.

Michael S. Jankiewicz

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MI
- MN
- MO
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TX
- VA
- WA
- WI
Michael S. Jankiewicz is a Managing Director 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 has been recognized as a Financial Times Top 400 Advisor (2013, 2014) and as a Registered Rep Top 100 Advisor (2010, 2011). He maintains his Series 7, Series 8, Series 63, and California Life, Accident and Health licenses. 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.
- Financial Times Top 400 Financial Advisers, 2013, 2014
- University California, Los Angeles, Bachelor of Arts, Economics
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558
Barry N. Goldstein

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- HI
- ID
- MA
- MO
- NM
- NV
- NY
- OR
- PA
- TX
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
Eileen H. Rowley, CFP®, AWMA®

Account Vice President

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MI
- MN
- MO
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TX
- VA
- WA
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. She is known as a passionate advocate for her clients and enjoys developing deep, long-lasting relationships through life's inevitable ebbs and flows.

Eileen is a Certified Financial Planner™, Accredited Wealth Management Advisor^SM and maintains her Series 7, Series 66, and California Life, Accident and Health licenses. She is also a 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. Eileen 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
Trish A. Risso

Senior Client Service Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- MA
- MI
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

Michael S. Jankiewicz

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MI
- MN
- MO
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TX
- VA
- WA
- WI
Michael S. Jankiewicz is a Managing Director 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 has been recognized as a Financial Times Top 400 Advisor (2013, 2014) and as a Registered Rep Top 100 Advisor (2010, 2011). He maintains his Series 7, Series 8, Series 63, and California Life, Accident and Health licenses. 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.
- Financial Times Top 400 Financial Advisers, 2013, 2014
- University California, Los Angeles, Bachelor of Arts, Economics
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558
Barry N. Goldstein

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- HI
- ID
- MA
- MO
- NM
- NV
- NY
- OR
- PA
- TX
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
Eileen H. Rowley, CFP®, AWMA®

Account Vice President

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- MA
- MI
- MN
- MO
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TX
- VA
- WA
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. She is known as a passionate advocate for her clients and enjoys developing deep, long-lasting relationships through life's inevitable ebbs and flows.

Eileen is a Certified Financial Planner™, Accredited Wealth Management Advisor^SM and maintains her Series 7, Series 66, and California Life, Accident and Health licenses. She is also a 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. Eileen 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
Trish A. Risso

Senior Client Service Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- MA
- MI
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

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

Business transition and succession planning

Multigenerational wealth planning

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

^$3.3 trillion

In invested assets globally
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Your life. Your wealth. Your future.

Pursuing your goals together

Michael S. Jankiewicz

Barry N. Goldstein

Eileen H. Rowley, CFP®, AWMA®

Trish A. Risso