Helping preserve your wealth while enhancing your life

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.

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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 Patrick, CPM, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- MA
- MI
- NC
- NY
- OR
- TX
- VA
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, 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.
- 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
John D'Amico

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- MA
- MI
- NC
- NY
- OR
- TX
- VA
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.
- 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
Kyle Patrick

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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

James Patrick, CPM, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- DC
- FL
- MA
- MI
- NC
- NY
- OR
- TX
- VA
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, 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.
- 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
John D'Amico

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- MA
- MI
- NC
- NY
- OR
- TX
- VA
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.
- 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
Kyle Patrick

Authorized Officer

Senior Wealth Strategy Associate
View bio
- 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

Our Team

Collective years of experience

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

We develop your investment management strategy based on the goals set forth in your financial plan. And we strive to achieve a high degree of predictability in the outcomes we target.

While investment portfolios vary with each client’s needs, we adhere to three basic tenets:

We design customized model portfolios to preserve your capital while addressing your cash management needs.
Our experience has shown that discipline and patience are essential in order to attain outcomes in line with plan goals.
We remain at all times strongly aware of your individual risk tolerance, tax situation, philanthropic goals and personal timeline.

Valued relationship

We work hard to ensure that our service reflects your distinct needs.

We serve a select group of clients because it allows us to provide each with attentive, personalized service. Backed by the global and local resources of UBS, we have access to a network of connections—estate attorneys, bankers, mortgage experts and tax professionals—who can advise on any financial situation. Of course, we are happy to work with your own trusted legal and tax professionals.

We greatly value the long-term relationships we build with our clients, who trust us as a thoughtful ally, there for them whenever new challenges arise.

The importance of a plan

Experience has shown us the importance of a disciplined planning process that clearly delineates near-term and long-term goals.

We begin your wealth management strategy by working with you to develop a customized financial plan that drives a targeted investment approach. In our initial conversations, we’ll discuss your current assets and cash flow and any type of equity challenges.

Following that, our focus is qualitative—on you, your lifestyle, your family and your legacy. In the end, your financial plan creates a blueprint that shows us the best approach to investing for you in order to help you reach your goals.

Estate planning strategies

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

Global leader

UBS is a world-leading wealth manager

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Insights

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