Wealth advice for your life's goals

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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.

  • Matthew Sheffield

    Matthew Sheffield

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MI
    • MN
    • MS
    • MT
    • NM
    • NV
    • NY
    • OR
    • TX
    • UT
    • WA

        • Portfolio Manager
        601 West Riverside Avenue
        Suite 1200
        Spokane, WA 99201
      • Joyce Sherven

        Joyce Sherven

        Senior Client Associate

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        • AZ
        • CA
        • CO
        • ID
        • MT
        • NV
        • NY
        • OR
        • WA

              601 West Riverside Avenue
              Suite 1200
              Spokane, WA 99201
            • Kayla Randall

              Kayla Randall

              Client Associate

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                      601 West Riverside Avenue
                      Suite 1200
                      Spokane, WA 99201

                    The circular economy: What is it?

                    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.

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                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

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                    UBS is a world-leading wealth manager

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