How can you pursue what matters most?

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

The Choy Group (Graph- 03/2025)

Peter Y. Choy, AIF, CRPC, CRPS

Managing Director–Wealth Management

With wealth management experience spanning over a quarter century, Peter serves as a resource and partner to his clients and their needs. Having held previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area; his unique industry knowledge provides value in his client's lives by navigating them toward their financial goals.

Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in crafting customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves retirement planning, tax-efficient investing, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.

The Choy Group offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many industry recognized designations he holds, Peter is also an Institutional Consultant and a Retirement Plan Consultant with UBS. These distinctive titles allow Peter to assume a fiduciary role in the design, implementation and oversight of qualified plans.

Peter splits his time between residences in Gilbert, Arizona, with his wife, Laura, and daughter, Grace, and Nashville, Tennessee, where he spends time with his oldest daughter, Ella, who attends Vanderbilt University.

Recognition

· President's Council | 2018, 2020, 2022 - 2024

· Director's Council | 2017, 2019, 2021

· Five Star Wealth Manager | 2013 - 2016

· Practice featured in Forbes magazine | 2013

Personal & Community

West Point Class of '98 Fund | Active Donor

Coloring for a Cure | Board Member

Caring 4 Paws | Board Member

Sun Lakes Crown Rotary | Paul Harris Fellow

 

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Executive's Certificate, University of Pennsylvania, Wharton
  • United States Military Academy, West Point
  • Business and Communication, Arizona State University

Credentials

  • Accredited Investment Fiduciary
  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist
  • Senior Portfolio Manager
  • Endowment & Foundation Consultant
  • Institutional Consultant, UBS Institutional Consulting Program
  • Retirement Plan Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Financial planning
Estate planning strategies
Philanthropy
Business succession
Custom portfolios
Institutional consulting
Lending services
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Peter Y. Choy, AIF, CRPC, CRPS is also part of:
The Choy Group

Your Wealth. Your Vision.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

LA Skyline

The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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