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.

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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

    James Patrick, CPM, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • MI
    • NC
    • NY
    • OR
    • SC
    • 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, 2022The 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

    John D'Amico

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • 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

      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

        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

        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

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        Insights