Access to a world of resources

Private Wealth Management

Suspension bridge

It's vital to take a holistic approach to wealth management, and it all begins with this promise: to provide you with the insight and perspective that, over time, can make a valuable difference in your life. Whether it's to protect your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the guidance you need to gain clarity, weigh your next steps, and choose a strategy you can depend on and begin acting on today.

PBM team

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.

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    Christopher Pfaff

    Managing Director–Wealth Management

    Financial Advisor

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    Michael Bailey

    Senior Vice President–Wealth Management

    Financial Advisor

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  • sara pfaff

    Sara Pfaff

    First Vice President–Wealth Management

    Financial Advisor

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    Frank McCannon III, CFP®, CIMA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    Adam J. Fuelleman, CFA®

    Account Vice President

    Financial Advisor

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  • Heather Clark

    Heather Clark

    Associate Director

    Senior Wealth Strategy Associate

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Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Multigenerational wealth planning

Multigenerational wealth planning

Business transition and succession planning

Business transition and succession planning

A team approach

A team approach