Wealth advice for your life's goals

Curved helix bridge

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.

Grandmother laptop

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

    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • KY
    • MI
    • MN
    • MS
    • MT
    • NJ
    • NY
    • OR
    • TX
    • UT
    • WA

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

        Joyce Sherven

        Senior Client Associate

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

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

              Kayla Randall

              Client Associate

              • image
              • image

                      601 West Riverside Avenue
                      Suite 1200
                      Spokane, WA 99201

                    Focus on liquidity management

                    CIO House View monthly livestream

                    Tree

                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

                    Insights