Helping preserve your wealth while enhancing your life

Retirement couple holding surfboards

Your financial success has brought great opportunity and equally significant responsibility: to preserve all you have built for your family and your legacy.

Our team of experienced professionals understand the challenge faced by C-suite executives, tech entrepreneurs, wealthy business owners and affluent retirees. Your wealth puts you in a unique position to enjoy what life has to offer. But as your wealth grows, so does the complexity of your financial needs.

Drawing on more than 25 years of experience with a select group of UHNW clients, we will work to simplify your finances with one comprehensive wealth management game plan integrated with a targeted investment portfolio. Backed by the extensive resources of UBS, we will advise you on how to maintain adequate liquidity, help mitigate the impact of taxes and provide important estate planning strategies. In all, our aim is to help you make well-informed decisions that will allow you to better care for your family and preserve the success you have earned.

Closed meeting

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.

  • James

    James Patrick, CPM, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • MA
    • ME
    • MI
    • NC
    • NH
    • NV
    • NY
    • OR
    • PA
    • TX
    • VA
    • WI

    A path to financial freedom
    At The Patrick-D’Amico Group, Jim is responsible for evolving investment strategies, daily trading activities and evaluating existing asset allocations within portfolios. He takes great pride in employing his 30 years of experience in private wealth management to help his high net worth clients realize their financial goals. What he enjoys in particular is seeing how empowered they become knowing they are on track to achieving and maintaining their financial freedom.

    Growing up in New York, Jim developed a fascination with the financial services industry that grew during his early years in college, when he worked as a bank courier to pay his tuition. He started his career in 1989 as a financial advisor with Dean Witter and later joined Mercer Global Advisors as a Regional Manager. Beginning in 2000, he spent 19 years at Merrill Lynch as a Senior Vice President in wealth management before moving his team over to UBS in August 2019.

    Credentials that build confidence
    Senior Vice President–Wealth Management
    Certified Portfolio Manager® (CPM®)
    Chartered Retirement Planning CounselorSM (CRPC®)
    Attended Queens College and San Francisco State University 

    Outside of UBS
    Jim and his wife of 37 years, Daisy, are active in their Mill Valley, CA, community with organizations that support education and the arts. They have two sons, Blaine and Kyle, whom they have proudly watched grow into young men. In his spare time, Jim enjoys golf, travel and spending time at his beach house with his family.

    • Forbes Best-in-State Wealth Advisors, 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 Best-in-State Wealth Management Teams, 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.

    • Queens College
    • San Francisco State University
    • Certified Portfolio Manager®
    • Chartered Retirement Planning Counselor
    Investing
    Custom portfolios
    Asset allocation
    Alternative investments
    Structured products
    Institutional consulting
    Sustainable investing
    Impact investing
    2 Belvedere Place
    Suite 220
    Mill Valley, CA 94941
    james.n.patrick@ubs.com
    James Patrick, CPM, CRPC
    2 Belvedere Place,Mill Valley,CA,94941
  • John

    John D'Amico

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • MA
    • ME
    • MI
    • NC
    • NH
    • NV
    • NY
    • OR
    • PA
    • TX
    • VA
    • WI

    Reaching goals, preserving wealth
    John has over 25 years of private wealth management experience consulting for high net worth clients and their families. At The Patrick-D’Amico Group, his focus includes tax minimization strategies, wealth transfer, retirement and legacy planning, as well as charitable giving. John’s career has been shaped by his passion to work closely with individual clients, helping them create a financial plan that allows them to reach their goals and to preserve their wealth once they arrive there.

    Beginning just after college, John’s goal was to work in a career that combined financial analysis with client relationships. He started in 1995 as a financial advisor with Mercer Global Associates and in April 2000 moved over to Merrill Lynch, where The Patrick-D’Amico Group became widely known for its successful financial planning for affluent individuals. John joined UBS in 2019 as a Senior Vice President–Wealth Management for The Patrick-D’Amico Group.

    Credentials that build confidence
    Certified Financial Planner™ professional
    Senior Vice President–Wealth Management
    B.A., history, University of California at San Diego

    Outside of UBS
    John and his wife, Tamar, live in Mill Valley, CA, where they are active in supporting education and enrichment for children with learning differences. They spend as much time as possible with their teenage boys, Vincent and Dante, enjoying outdoor activities like hiking, biking, surfing and skiing.

    • Forbes Best-in-State Wealth Management Teams, 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.

    • University of California at San Diego, B.A. History
    • CERTIFIED FINANCIAL PLANNER™
    Financial planning
    Education planning
    Philanthropy
    Legacy planning
    Long-term care planning
    Retirement planning
    Estate planning strategies
    Exit planning
    2 Belvedere Place
    Suite 220
    Mill Valley, CA 94941
    john.j.damico@ubs.com
    John D'Amico
    2 Belvedere Place,Mill Valley,CA,94941
  • Kyle

    Kyle Patrick

    Authorized Officer

    Senior Wealth Strategy Associate

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Driving operations
    As Senior Wealth Strategy Associate, Kyle is responsible for driving operations for the team, playing an important role in client relationship—building and business development. Finance had long been part of Kyle’s blood, as he grew up with a father in the financial services industry. After a stint working in the sports broadcasting industry, he began his career in financial services when he joined The Patrick-D’Amico Group at Merrill Lynch in 2016. Together with the team, he moved over to UBS in August 2019 and, each day, welcomes the opportunity to work in the business that his father built from the ground up.

    Kyle graduated with a B.A. in communications, with an emphasis on sports broadcasting, from California Lutheran University. He holds his Series 7 and 66 securities licenses.

    Outside of UBS
    Kyle is a volunteer fireman in the Stinson Beach Fire Department. He enjoys surfing and playing in a weekly softball league.

      • California Lutheran University, B.A. Communications
        Banking
        Lending services
        Cash management
        Securities-backed lending
        2 Belvedere Place
        Suite 220
        Mill Valley, CA 94941
        kyle.patrick@ubs.com
        Kyle Patrick
        2 Belvedere Place,Mill Valley,CA,94941

      Our Team

      63

      Collective years of experience

      2

      Advisors on the team


      A focus on personalized access and service

      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.

      Our investment philosophy

      Valued relationship

      The importance of a plan

      Estate planning strategies

      couple on beachfront

      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.

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      Global leader

      UBS is a leading and truly global wealth manager

      $5.8+ trn

      UBS Group invested assets
      As of 03/31/2024

      Insights