Family. Wealth. For generations

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.

XNWB team Oct 2021

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.

  • Andrew R. Wilson Profile Photo

    Andrew Wilson

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Brian Joshua Berry Profile Photo

    Brian Joshua Berry, CFP

    Account Vice President

    Financial Advisor

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  • Annalisa Rada-McGee Profile Photo

    Annalisa Rada-McGee

    Senior Wealth Strategy Associate

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UBS Philanthropy

UBS Philanthropy

The rising generation in a new world

The rising generation in a new world

UBS Wealth Way

UBS Wealth Way

Yoga class

Break the code

The answer to planning your future

Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

$10 billion

USD invested in 100% sustainable portfolios4

4ubs.com/Impact/2/2020

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 5/17/2021