Real advice for real life

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At The Personal Wealth Management Group, our empathy and understanding have earned our clients’ lifelong trust and created strong bonds across generations of families. Our highly professional team offers planning and portfolio management focused entirely on you, your family and your business.

Beyond our comprehensive capabilities, we offer something even more valuable—a personal commitment to relationships that can be hard to find today in a world where productivity often comes before people. That’s why we’re dedicated to:

  • Helping you sustain your lifestyle in retirement through a comprehensive financial plan
  • Offering a dedicated process for simplifying your financial life
  • Building a tax-efficient legacy for those you love

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.

  • Gary M. Young

    Gary Young

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    As head of the Personal Wealth Management group within UBS, Gary has been instrumental in building the PWMG into one of the country's top wealth management practices. He has had a long, successful and distinguished career in private wealth management, spending all those years at UBS. Gary brings the passion and expertise necessary to understand and solve complex financial challenges as well as identify unique opportunities for clients.

    After graduating from Kent State University and receiving his executive certificate in financial planning from John Carroll University, Gary has spent the past 26 years committed to holistically advise high net worth families, endowments, foundations, qualified retirement plans and corporations. Gary is a member of the prestigious Chairman's Circle within UBS, a designation reserved for the firms most accomplished financial advisors. 

    Gary has a passion for the outdoors and he actively supports and participates in many community and charity events throughout Cleveland.  Gary and his wife Christy have 2 children, Jessica and Max and live in Geauga county Ohio.

    • Barron's Top 1,200 Financial Advisors, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        600 Superior Ave East
        27th Floor
        Cleveland, OH 44114
      •  Nicholas Alexander,

        Nicholas Alexander, CLU

        Account Vice President

        Senior Wealth Strategy Associate

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        • CO
        • CT
        • FL
        • IL
        • MA
        • MD
        • MI
        • NC
        • OH
        • PA
        • SC
        • TN
        • TX
        • WV

        Nicholas joined UBS in 2004 after earning a B.B.A. from Kent State University. As a CLU® he has achieved the insurance profession's highest standard of excellence. One of his areas of focus for the team is insurance and financial planning. Nicholas devotes much of his time to civic and cultural organizations. He currently serves on the Board of Directors for the MetroHealth Foundation, is a member of the Northern Ohio Italian American Foundation, and past Board Chair of Welcome House. Nicholas was honored by Crain's Cleveland Business in 2016 as one of their Forty Under 40. Nicholas and his wife, Jennifer, reside in Fairview Park with their daughter, Ava, and his son, Nicky.

              30050 Chagrin Boulevard
              Suite 200
              Pepper Pike, OH 44124
            • Dani 1122

              Danielle Mackey

              Senior Client Associate

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              • AZ
              • CA
              • OH

              Danielle’s successful career at UBS started in 2015.  She has worked in a variety of roles and is very familiar with our systems.  She greatly enjoys the personal relationship with clients.

              Danielle resides in Painesville with her husband and three children. In her free time, she likes reading and hosting family game nights. 

                    600 Superior Avenue East
                    26th + 27th Floor
                    Cleveland, OH 44114

                  Connecting you to the deep resources of UBS

                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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                  As of 11/07/2023

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