Purpose. Passion. Performance

Why choose us?

Experience
We are a multigenerational team of Private Wealth Advisors with decades of diverse experience helping our clients enjoy their success today, strategically plan for tomorrow and leave a lasting legacy for their families and the causes in which they believe.

Insight
We understand the complex needs of wealthy families to deliver thoughtful solutions beyond just investments. Let us help you form a strategic plan that creates a lasting legacy for your family and the causes that matter most to you.

Access
With the attention of a boutique family office and the resources of one of the world’s leading wealth management firms, our advice and services look well beyond your investment needs.

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A boutique experience

Your family is unique and deserves to be treated accordingly. We pride ourselves on our highly personal approach—what you might expect from a small, boutique firm. 

Our entire team is committed to building a relationship with you—and every generation of your family—that is grounded in trust and transparency. Above all, our aim is to take care of your financial life, leaving you to concentrate on what’s most important to you.

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Your family. Your legacy.

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Your wealth. On your terms.

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Strategic investment management

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

Launch. Grow. Exit your business.

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker who can help create competitive tension among prospective buyers and meet with potential acquirers, review offers and negotiate the sale
  • When appropriate, prepare employees and managers for the transition
  • Think about what’s  next for you and your future, after the sale
Learn more

  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

We thrive when you succeed

Our multigenerational team combines wisdom with cutting-edge research to bring the most relevant insights to our client relationships. Our disciplined service model enables us to understand your desires and implement an effective strategy to achieve them. Equally passionate about delivering result we judge our performance on whether you successfully achieve your goals.

When it comes to what matters to you—your family, business and legacy—it’s more important than ever to have a partner you can trust to guide you forward.

  • Braydon Hamilton

    Braydon Hamilton, CFP, CIMA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • TX
    • UT
    • VA
    • WA

    As a Certified Financial Planner professional and Certified Investment Management Analyst, Braydon possesses strengths in the areas of financial planning and equity portfolio analysis. His 20 years of experience, along with his post-graduate work at the Wharton School of Business, enable him to filter through the wide range of investment options to help clients build diversified portfolios that are customized to each investor’s unique financial plan. Braydon, his wife Allison, and daughters Brooklynn and Reagan, make their home in Scripps Ranch, California. A graduate of San Diego State University School of Finance, his passions outside of family and work are being an active member of the Juvenile Diabetes Research Foundation and playing golf.

    CA License #0B43748

    • Barron's Top 1,200 Financial Advisors, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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 Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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

      • Private Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      1200 Prospect Street
      Suite 100
      La Jolla, CA 92037
    • Stephen LaFata

      Stephen M. LaFata CEPA ®, CPWA

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • ID
      • IL
      • IN
      • MA
      • MD
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • TX
      • UT
      • VA
      • WA

      Prior to joining the team, Stephen was the Chief Operations and Chief Compliance Officer of Alethea Capital Management, LLC. He brings a wealth of experience working with founders, executives, and family offices to simplify their financial lives so they can focus on the people and causes they care about most. Stephen received his M.B.A. from the Wharton School at the University of Pennsylvania, graduating with honors. He holds a bachelor of science degree in economics and a bachelor of arts degree in mathematics from Duke University (from which he graduated magna cum laude). Stephen is married with two daughters and is an active member in the San Diego theatre community.

      CA license #0F93746

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 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.
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 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.
      • Forbes Best-in-State Wealth Advisors, 2023The 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 Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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

        • Private Wealth Advisor
        • Certified Exit Planning Advisor
        1200 Prospect Street
        Suite 100
        La Jolla, CA 92037
      • Colin Parker headshot

        Colin Parker, CFA

        Authorized Officer

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • ID
        • IL
        • IN
        • MA
        • MI
        • MN
        • MO
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • TX
        • UT
        • VA
        • WA

        As Financial Advisor and head of the team’s investment platform, Colin’s 11 years of experience in the financial services industry has spanned both coasts, and has specialized in efficient portfolio construction, management, and analysis for Ultra High Net Worth clients. Prior to joining UBS, he was a portfolio manager and investment strategist at Bank of America Merrill Lynch in New York. In that role, Colin was focused on the fixed income universe, where he created and managed tailored portfolios for private clients and institutions across municipal, corporate, and cross-asset strategies. He is a Chartered Financial Analyst (CFA) Charterholder and member of the CFA Institute and CFA Society San Francisco. He holds a Bachelor of Arts from Villanova University. A New England native, Colin and his wife Natalie enjoy traveling to see family, golfing, and spending time at the beach.

          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

            • Chartered Financial Analyst®
            1200 Prospect Street
            Suite 100
            La Jolla, CA 92037
          • Casey Rider

            Casey Rader

            Associate Director

            Team Administrator

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            • CA

            Casey manages all operational aspects of the practice from client on-boarding through implementation and ensures the highest quality service standards for clients’ operational and administrative needs. She joined UBS in 2004 after working as a fund accountant at BISYS Hedge Fund Services. Casey holds an M.S. in investment management from Boston University and a B.A. in economics and classical studies from Rollins College.

              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

                  1200 Prospect Street
                  Suite 100
                  La Jolla, CA 92037
                • Rozie Moylan

                  Rozie Moylan

                  Authorized Officer

                  Senior Wealth Strategy Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • ID
                  • IL
                  • IN
                  • MA
                  • MD
                  • MI
                  • MN
                  • MO
                  • NC
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • TX
                  • UT
                  • VA
                  • WA

                  Rozie primarily focuses on managing Paradigm Group’s investment platform. She began at UBS in 2021 as part of the selective Global Wealth Management Graduate Talent Program. During her years in the program, Rozie worked with Private Wealth Management teams all across the firm, gaining experience in investment management, ultra high net worth client solutions, research, lending, and sustainable investing. Rozie grew up in Rhode Island and graduated Summa Cum Laude from Boston College, where she studied psychology and finance. Rozie holds her series 7 & 66 licenses.

                    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

                        1200 Prospect Street
                        Suite 100
                        La Jolla, CA 92037
                      • N/A

                        Jenny Dunn

                        Client Associate

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                        • CA

                        Jenny works closely with Casey to execute administrative tasks and maintain quality service for clients, with a focus on leading marketing initiatives for the team. She began at UBS in 2022 as a client service associate in the Century City office and joined Paradigm Group in early 2024. She is passionate about understanding what is important to clients and finding ways to reach their financial goals so they can focus on the things they care about most. Jenny holds her series 7 and 66 licenses and graduated Cum Laude from the University of Southern California with a B.A. in Communication. She hopes to become a Court Appointed Special Advocate (CASA) for a child in foster care. In her free time, she enjoys traveling, spending time with family, and going to the beach.

                          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

                              1200 Prospect Street
                              Suite 100
                              La Jolla, CA 92037
                            • Kim

                              Kimberly Guha

                              Vice President–Wealth Management

                              Financial Advisor

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                              • AR
                              • AZ
                              • CA
                              • CO
                              • FL
                              • GA
                              • HI
                              • ID
                              • IL
                              • IN
                              • KS
                              • KY
                              • MD
                              • MO
                              • NC
                              • NM
                              • NV
                              • NY
                              • OH
                              • OR
                              • SC
                              • TX
                              • WA
                              • WI

                              Kim is a Financial Advisor with her CFP® certification who focuses on providing investment solutions tailored to each family's individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families, and nonprofit organizations. She is also the President of local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity. Kim earned a B.A. in Economics with an emphasis in Accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management Advisor. In her spare time she enjoys volunteering, running, and practicing karate at a local studio in Encinitas.

                                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

                                  • CERTIFIED FINANCIAL PLANNER™
                                  12220 El Camino Real
                                  Suite 400
                                  San Diego, CA 92130
                                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.

                                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

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