Financial planning and beyond

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Artist building frame

Perry Menard

Senior Vice President–Wealth Management

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NV
  • NY
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • B.S. Agriculture Economics, Washington State University
1145 Broadway Plaza
14th Floor
Tacoma, WA 98402
  • (253) 428-3949

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A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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

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