North Point Wealth Advisors
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Thoughtful advice one family at a time

Professional guidance you can trust

At times, the complexity of today’s global economy can feel overwhelming. Whether you’re a founder preparing for a liquidity event, entrepreneur, executive, or the steward of multigenerational family wealth, you deserve clear guidance from an advisor who understands your goals, values, and long‑term vision.

Our highly credentialed team delivers personalized private wealth management solutions for high‑net‑worth individuals and ultra‑high‑net‑worth families. With deep experience in comprehensive financial planning, investment management, and family office services, we provide thoughtful, proactive advice designed to simplify complex financial lives.

By placing financial planning at the center of everything we do, we help clients navigate exit planning, business succession, estate and trust planning strategies, and tax‑efficient investing—all with a focus on wealth preservation, continuity, and lasting legacy across generations.


San Francisco, CA - Napa, CA 

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Team Picture

Empowering our clients

Working with a range of clients and their complex financial lives enables us to anticipate and address whatever challenges you may be facing.

Business Owner in entryway

Advice for business owners & entrepreneurs

Family on back porch

Wealth transfer across generations

Coworkers around table in lobby

Retirement plan services

Man working on laptop during virtual call

Planning for a changing tax landscape

Building multicultural wealth, together

Helping women take charge

You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

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The depth and breadth of UBS

In helping address all aspects of your wealth, we draw freely on in-house expertise and knowledge. This includes outreach and collaboration with specialists and experts within UBS, including the Advanced Planning Group and the vast resources of UBS Investment Bank.

Planning for the life of your business

on phone

Planning for the life of your business

on phone

Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

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Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

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Simplify your financial lives

Sustainability

Simplify your financial lives

Sustainability

a. Discovery–We take a different view when it comes to wealth management: your view. We’ll step into your shoes, listen to your goals and help you get control of your finances

b. Planning–Beginning with the end in mind, we will review and update your financial plan on an ongoing basis to ensure we meet your goals

c. Consolidation – We help make your life easier by consolidating accounts where appropriate and providing a view of your total financial picture in one place.

on phone

Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

Connect with us

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

Connect with us
Sustainability

a. Discovery–We take a different view when it comes to wealth management: your view. We’ll step into your shoes, listen to your goals and help you get control of your finances

b. Planning–Beginning with the end in mind, we will review and update your financial plan on an ongoing basis to ensure we meet your goals

c. Consolidation – We help make your life easier by consolidating accounts where appropriate and providing a view of your total financial picture in one place.

Insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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