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

couple on beachfront

UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.


A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager