Let's move forward. Together.

Mountain climbers reaching the summit

Imagine:
A disciplined planning approach by which you can feel more confident that you are on the road to achieving your life's financial goals.

A relationship with a team of advisors where your financial goals are the sole focus. Your portfolios are measured and monitored in terms of what you want your portfolio to accomplish in your life and the financial goals you have established.

A financial team that makes available to you some of the best thinking on Wall Street and will apprise you of special investment opportunities as they become apparent.

Imagine….working with Pearsall Wealth Management at UBS.

Four people meeting in glass office

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.

  • Glenn Pearsall

    Glenn Pearsall

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
  • image

    Adam Pearsall

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
  • Melissa Battiste

    Melissa Battiste

    Senior Wealth Strategy Associate

    • image
    • image
    • image
Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

Insights