Private Wealth Management
At Legacy Partners, we believe wealth is about more than financial assets. It is about the people, values, and opportunities that shape your future and the legacy you hope to leave behind.
For more than 18 years, our team has been built on lasting relationships, shared experiences, and a genuine commitment to one another. The strong bonds we have developed over the years create a culture that feels like family and shape the way we serve our clients.
We work closely with individuals, families, and business owners to help simplify complex financial decisions and create thoughtful strategies aligned with their goals. By combining the experience of our team with the resources available through UBS, we provide personalized guidance designed around each client's unique circumstances. Above all, we believe meaningful advice starts with strong relationships, helping our clients enjoy today while planning confidently for tomorrow.
Barron’s 2024 Top 250 Private Wealth Management Teams
The Barron’s rating is awarded annually in May based on information from the prior year Q4.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
For more than 18 years, Legacy Partners has been built on lasting relationships, shared experiences, and a genuine commitment to one another. The strong bonds we have developed over the years create a culture that feels like family and shape the way we serve our clients. We believe the strongest partnerships are built on trust and personal connection, which is why we are committed to providing thoughtful guidance, personalized service, and unwavering support for the individuals and families we serve.
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Registered Client Associate
Executive / Team Assistant
Executive Director
Alternative Investments Consultant
Managing Director
Head – Family Advisory and Philanthropy
Managing Director
Head, Portfolio Advisory Group East Division
Executive Director
Ultra High Net Worth Lending Specialist, Lending Origination
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Registered Client Associate
Executive / Team Assistant
Executive Director
Alternative Investments Consultant
Managing Director
Head – Family Advisory and Philanthropy
Managing Director
Head, Portfolio Advisory Group East Division
Executive Director
Ultra High Net Worth Lending Specialist, Lending Origination
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.
Provide cash flow for short-term expenses - to help maintain your lifestyle
For longer-term needs - to help improve your lifestyle
For needs that go beyond your own - to help improve the lives of others
Provide cash flow for short-term expenses - to help maintain your lifestyle
For longer-term needs - to help improve your lifestyle
For needs that go beyond your own - to help improve the lives of others
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
We have the experience and insight to help you preserve assets, reduce estate tax exposure and transition wealth to future generations. With our access to an extensive network of estate planning professionals, we will work closely together to help you build a comprehensive plan for transitioning assets to future generations.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
UBS and entrepreneurs
Entrepreneurs encounter shifting opportunities and challenges throughout their business lifecycles.
At UBS, we work alongside entrepreneurs wherever they stand: from company formation and growth to exit, succession and
managing wealth. Our exclusive networks connect entrepreneurs with peers worldwide, enabling them to exchange ideas and unlock new opportunities.
Generative artificial intelligence (genAI) has the potential to transform industries. We view this technology transition as a platform shift, owing to the underlying performance of the technology and its ubiquitous applicability.
We believe culture will be a key determinant as to which firms capture the value from genAI rather than be disrupted by it over the long term.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
