A collaborative team to guide you

When it comes to what matters to you, it’s more important than ever to have a partner you can trust to guide you forward. Our comprehensive advice, along with our team's complementary background uniquely positions us to provide tailored solutions. Our goal is to help make life simpler for you and your family.

Private Wealth Management

You. Connected
Exceptional service is the key to a successful relationship. As Private Wealth Advisors, we open the door to a distinctive level of sophisticated advice and services. Our collaborative team works closely together, shares knowledge and maintains accountability for all our clients. Dedicated to serving the firm’s most successful clients, PWM is an elite, boutique division within UBS, one of the world’s largest wealth management firms.

Customized investment management

Asset and liquidity strategies for your needs
We listen and align with your objectives. With a specific focus on pre- and post-liquidity planning and management, we offer strategies that help allow for sustainable growth and mitigate risk. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Tailored portfolio management
As active portfolio managers or by working with select money managers, we build custom portfolios from a broad array of investments that help match your objectives and risk preferences.

Asset allocation
Through our comprehensive due diligence and planning process, we gain a deep understanding of your financial picture so we help balance your tolerance for risk with your family’s goals, growth and income needs. This allows us to craft an asset allocation that supports your financial plan and seeks to limit risk and lower volatility.

Fiduciary responsibility
When we take on discretionary management of your portfolio, we are clear about our fiduciary obligation and acknowledge our responsibility in writing.

Comprehensive planning

Helping safeguard multigenerational wealth
Our team’s extensive private wealth background provides an experienced perspective on financial and estate planning strategies. Whether planning your estate or building your legacy, we will work with you and your family members to provide education and strategies for each generation. Through our planning process, we help prioritize your goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.

A comprehensive plan includes:
- Estate planning strategies
- Liability management
- Retirement income planning
- Insurance
- College funding
- Tax mitigation strategies
- Wealth transfer

Business owners and entrepreneurs

Grow. Expand. Exit.
From business transition planning to post-liquidity wealth management, we have the experience to help you with your plans for your business. We connect you to an extensive network of professionals and the right investment relationships to provide innovative yet practical solutions.

Senior executives

Manage corporate compensation
As a highly successful executive, wealth management advice becomes an even greater priority for your personal finances. Our Private Wealth Management team can simplify the complexity, identify an appropriate strategy, and ultimately help you enhance and preserve your corporate success, today and for many years to come.

Family Office Solutions

Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.

UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

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Your entire financial life

The O'Brien Group

A collaborative team to guide you

John J. O'Brien

William F. O'Brien, CFP

Katherine English

Thomas W. Fischer

Sullivan Higson

John J. O'Brien

William F. O'Brien, CFP

Katherine English

Thomas W. Fischer

Sullivan Higson

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Education

Credentials

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Education

Credentials

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Backed by the strength of UBS

A global leader in wealth management

The depth and breadth of UBS

Private Wealth Management

Customized investment management

Comprehensive planning

A focus on personalized access and service

A focus on personalized access and service

Business owners and entrepreneurs

Business owners and entrepreneurs

Senior executives

Senior executives

Family Office Solutions

Family Office Solutions

UBS Wealth Way

Trends and insights

Planning for the sale of a closely held business

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