Guiding you through your wealth journey

At Odyssey Wealth Partners, we believe that financial success is a lifelong voyage, much like the epic tale of Odysseus and his quest to return home in The Odyssey poem by Homer. Just as Odysseus faced numerous challenges along the way, we are committed to partnering with you in your journey to navigate the complexities of your financial landscape, and helping you reach your desired destination.

We recognize that your wealth represents more than just financial security. It symbolizes the ability to create the future you envision for yourself and your loved ones. As your trusted Advisors, we provide comprehensive financial insight and solutions, and address all aspects of your financial picture as it evolves over time. We work closely with you to understand your unique goals, aspirations, and concerns, tailoring our strategies to meet your individual needs. You can count on our team to be there when you need us. We’re structured to a be a stable and ongoing source of support for many years to come.

We firmly believe that you are the captain and in control of your financial destiny.  By combining the expansive resources of our global firm with a personalized approach, our team is excited to bring you the best of both worlds as we work together toward your financial goals.

Odyssey team photo

Comprehensive solutions

We understand that your wealth journey is an evolving one. It can start with an idea that forms the foundation of a new company or a venture that you help launch or become a liquidity event that allows you to shape and plan not only for your immediate financial future but for generations to come. Through each phase of this journey, we have the specialized experience, targeted tools, and smart solutions to move you towards your goals.

Comprehensive solutions

Your family’s values and legacy

family legacy

Your family’s values and legacy

Planning for the life of your business

on phone

Planning for the life of your business

Smart planning for executives

smart planning

Smart planning for executives

family legacy

Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.

Learn more

on phone

Whether you are building something new, expanding or paving the way for succession or a future liquidity event, planning is critical. Wherever you are in your company’s development, we will work closely with you to assess your options, offer insight and guidance, and craft a roadmap that takes into account both the short and long term.

And if you preparing to sell your business, we can help ensure that the process is well-thought-out, runs smoothly and aims to create the most favorable outcome.

smart planning

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Learn more

two men planning

Ready to sell your 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.

Advocating for you

As part of Private Wealth Management, we can draw on the breadth of the firm’s platform of resources, ideas and experts to bring you innovative, holistic insight and solutions, all designed to help you maximize the impact of your wealth, now and into the future.

gallery

Inspiring connections

roads overhead

Strategic investment management

construction

Credit and liquidity solutions

Meet our team

  • Steve Andres

    Steve Andres

    Senior Vice President

    Financial Advisor

    • image
    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • HI
    • ID
    • IL
    • MA
    • MD
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA

    I guide a team dedicated to navigating our clients' financial picture with clarity and confidence. Comprising private and public executives, early employees, founders, and entrepreneurs, my approach centers on crafting tailored strategies that align with their aspirations, while also ensuring efficiency and practicality.

    With nearly two decades of experience in Private Wealth Management, I continue to draw on my early experience as a client service associate where I learned that my relationship with clients extends far beyond numbers and analysis, and I stay committed today to delivering personalized white glove service to each of my clients.  

    Each of my clients has their own story to tell, which makes my role dynamic and enriching. With a specialized focus on risk mitigation of concentrated positions, generational wealth transfers, maximizing philanthropic efforts, and tax efficiency, my expertise is tailored to meet the unique needs of my clients.

    Born and raised in Napa, I now reside in Sonoma with my wife and three children. Beyond my professional role, I find fulfillment coaching youth sports in my community and enjoy cooking for family and friends. In another life, I was a collegiate baseball player at Notre Dame – an experience that helped formulate my devotion to molding a successful team solely focused on helping our clients with positive outcomes.

    "Turning challenges into solutions is where I thrive. There's a certain satisfaction in untangling complexities and crafting a clear path forward. When I see our clients empowered by the right strategies, it reinforces how rewarding my role is in their lives."

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    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

        555 California Street
        32nd/ 34th /46th Floor
        San Francisco, CA 94104
        steve.andres@ubs.com
        Steve Andres
        555 California Street,San Francisco,CA,94104
      • Chris Laver

        Chris Laver

        Managing Director

        Financial Advisor

        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • HI
        • ID
        • IL
        • MA
        • MD
        • MN
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OK
        • OR
        • SC
        • TX
        • UT
        • VA
        • WA

        Known as the “old man” on the team, I am in my 44th year in the business and, yes, I am still learning something all the time about how to help our amazing clients and their families.

        Starting with Dean Witter in downtown Los Angeles in 1980 and then moving to Northern California in 1982 to join the Drexel Burnham office in Palo Alto, my career has indeed been an “Odyssey” on many different levels. At each step, I can look back and say I have been very lucky to work with both the clients we have and my partners.

        Today, I feel very fortunate to be both with a strong firm in UBS and with wonderful partners that strive together to support our clients. Our family lives in Half Moon Bay where several years ago we could watch our young kids play on the beach.

        “Coming together is a beginning. Keeping together is progress. Working together is success.”
        -Henry Ford 

          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

              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
              chris.laver@ubs.com
              Chris Laver
              555 California Street,San Francisco,CA,94104
            • Geir Fjugstad

              Geir Fjugstad

              Senior Vice President

              Financial Advisor

              • image
              • image
              • image
              • AZ
              • CA
              • CO
              • DC
              • FL
              • ID
              • IL
              • MN
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OK
              • SC
              • TX
              • UT
              • VA
              • WA

              With over three decades of experience in the Wealth Management and Executive Services industry, I bring unparalleled expertise to our team. My primary focus revolves around assisting executives of pre-IPO and publicly traded companies in developing monetization strategies while addressing their comprehensive wealth management needs stemming from these transactions.

              Beyond the financial world, I harbor a profound passion for wine, dedicating 18 years to crafting exceptional Pinot and Syrah varieties in Carmel Valley. My interests extend to the world of classic cars, with a collection comprising VW, Ferrari, and Porsche models. Notably, I've had the honor of clinching 1st place twice and 2nd place once at the Carmel on the Ave car show during the renowned Pebble Beach car week events.

              My dual residence of Carmel, California, and Sarasota, Florida, allows me to draw inspiration from both coasts. However, the true strength of our team lies in its assembly of exceptionally talented professionals.

              “Together, we offer invaluable assistance to corporate executives, publicly traded companies, and family offices, ensuring their comprehensive wealth management needs are met with the utmost precision and care.”

                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

                    555 California Street
                    32nd/ 34th /46th Floor
                    San Francisco, CA 94104
                    geir.fjugstad@ubs.com
                    Geir Fjugstad
                    555 California Street,San Francisco,CA,94104
                  • Vilma Chuy

                    Vilma Allenbrand

                    Associate Director

                    Senior Wealth Strategy Associate

                    • image
                    • image
                    • image
                    • image
                    • AZ
                    • CA
                    • CO
                    • DC
                    • DE
                    • FL
                    • HI
                    • ID
                    • IL
                    • MA
                    • MD
                    • MN
                    • MT
                    • NH
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OK
                    • OR
                    • SC
                    • TX
                    • UT
                    • VA
                    • WA

                    I am the Lead Analyst at Odyssey Wealth Partners spearheading the financial analysis, development, delivery, and implementation of strategic investment plans and financial solutions helping our clients achieve their financial goals. 

                    I joined the Private Wealth Management division of UBS in late 2015, following a tenure in investment banking as an Equity Research Analyst at Wells Fargo, where my focus encompassed software, retail, and homebuilding companies.

                    Reflecting my commitment to our clients and professional excellence, I have diligently pursued various industry designations: Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and Certified Investment Management Analyst (CIMA®). To cater to the unique needs of high net worth clients and address complex wealth management needs, I am also a Certified Private Wealth Advisor® (CPWA®). Before then, my journey of academic achievements began by earning a dual Bachelor’s degree in Finance and Business Economics from Hawai’i Pacific University.

                    Born and raised in Peru, I am of Chinese descent speaking Spanish, being fluent in Cantonese, and bringing a diverse cultural perspective to my work. Beyond my professional endeavors, I believe in maintaining a balanced and fulfilling personal life. I enjoy outdoor running, traveling, but above all, the most rewarding aspect of my life is spending time with my son, Liam.

                    At Odyssey Wealth Partners, I find great purpose in my passion for the intricacies of every client’s financial plan.

                    “Excellence naturally comes when you give attention to details in everything you do.”

                      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

                          555 California Street
                          32nd/ 34th /46th Floor
                          San Francisco, CA 94104
                          vilma.chuy@ubs.com
                          Vilma Allenbrand
                          555 California Street,San Francisco,CA,94104
                        • Chris Sales

                          Chris Sales

                          Authorized Officer

                          Senior Wealth Strategy Associate

                          • image
                          • image
                          • image
                          • image
                          • AZ
                          • CA
                          • CO
                          • DC
                          • DE
                          • FL
                          • HI
                          • ID
                          • IL
                          • MA
                          • MD
                          • MN
                          • MT
                          • NH
                          • NJ
                          • NM
                          • NV
                          • NY
                          • OK
                          • OR
                          • SC
                          • TX
                          • UT
                          • VA
                          • WA

                          As a Senior Wealth Strategy Associate for the Odyssey Wealth Partners, I’ve had the privilege to work with 3 distinguished partners and our amazing clients for the past 8 years where I’ve paid close attention to our team’s operations and portfolio management. I pride myself on providing an excellent client experience when dealing with financial planning, tax coordination and administration.

                          My journey has been a blend of diverse experiences and a relentless pursuit of self-improvement. In the early years of my life, I had the unique opportunity to call Guatemala my home. Today, I live in Oakland, California (where I was born) with my lovely wife and playful cat. In my free time, I find my solace in nature. Hiking through scenic trails, I relish in the breathtaking natural views that our planet has to offer.

                          At a networking event, I once asked a CEO what made a great executive; he said two things to me: being able to simplify a process for others and treating everything with a sense of urgency. Now, I approach every situation with the question, "How quickly can I provide a seamless client experience?"

                            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

                                555 California Street
                                32nd/ 34th /46th Floor
                                San Francisco, CA 94104
                                chris.sales@ubs.com
                                Chris Sales
                                555 California Street,San Francisco,CA,94104

                              Insights

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              $5.8+ trn

                              UBS Group invested assets
                              As of 03/31/2024

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a leading and truly global wealth manager

                              Insights