Simple. Personal. Complete.

Private Wealth Management 

Penniman Team

More than mere words, this is the essence of how we serve you:

Simple. We simplify the complexities of managing wealth through our deep understanding of financial challenges. Our team spans multiple generations, giving us the unique ability to provide insight for every stage of life.

Personal. You benefit from highly personalized service tailored to your needs, your goals and your family—for today and tomorrow.

Complete. We’re not only comprehensive in the services we offer, we also cross generations in the clients we serve. For education funding, for retirement planning, for business and life transitions, philanthropy and legacy planning, we strive to be the one financial resource you’ll ever need.


There’s more to your finances than investing


UBS and Credit Suisse—stronger than ever

Retirement Plan Sponsors

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

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager