Begin with a plan

For your goals. For your future.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Start the conversation

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.

Edward Brown

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Ed has over 30 years of financial services experience. He has always valued relationships with his clients as his most important assets. As an advisor he is focused on providing tailored wealth management strategies and portfolio management to help clients grow their assets and help achieve financial goals. His emphasis is on managing discretionary portfolios constructed of individual equity, fixed income and related securities and managing those portfolios through multiple market cycles on behalf of individual clients. He works closely with external client advisors including CPAs and estate planning professionals to develop detailed and customized financial, tax and estate plan strategies.

Ed has a B.S. in Electrical Engineering from Pennsylvania State University and an M.B.A. from the University of Pittsburgh. He currently has Series 7, 63 and 65 securities licenses and life, health and accident insurance licenses. Ed and his wife Kathy have 3 adult children.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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 Chairman’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.
- Pennsylvania State University, B.S. in Electrical Engineering
- University of Pittsburgh, M.B.A.
- Senior Portfolio Manager
- Portfolio Manager
Home Worker FL
Home Worker FL, FL 000

edward.brown@ubs.com

Edward Brown

Home Worker FL,Home Worker FL,FL,000
Jon Hawk

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- ME
- MI
- MN
- MO
- MS
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Jon has 33 years of wealth management experience. He focuses on business owners, ultra-high net worth individuals, defined contribution retirement plans, portfolio management and asset allocation strategies. Jon is a Chartered Retirement Plans Specialist^SM.

Jon graduated from the University of Pittsburgh with an M.S. in Chemical and Petroleum Engineering. He and his wife, Leah, reside in Moon Township, Pennsylvania. They have three children, Lydia, Lindsey and son-in-law Justin, and Jon Michael and daughter-in-law Renae.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
4000 Town Center
Canonsburg, PA 15317

jon.hawk@ubs.com

Jon Hawk

4000 Town Center,Canonsburg,PA,15317
Daniel Fitzpatrick

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Helping individuals and families accomplish their financial goals is paramount in all that Dan does. Since joining UBS in 2016, Dan has helped numerous families develop customized and comprehensive strategies in order to achieve what their financial goals. His approach focuses on education, and helps to make decisions with you – not for you. Dan integrates his financial planning experience with investment management solutions to help provide a complete wealth management experience.

Prior to joining UBS, Dan worked as a Hedge Fund Specialist with JP Morgan in Boston, MA. He has a B.S. in Finance from The Pennsylvania State University. Dan holds several industry certifications including CERTIFIED FINANCIAL PLANNER™ professional, AWMA™, Accredited Wealth Management Advisor (SM) CEPA^® (Certified Exit Planning Advisor) and CPWA^® (Certified Private Wealth Advisor®). He also holds Series 7 and 66 securities licenses, as well as life, accident, and health insurance licenses. Dan currently lives in Mt. Lebanon with his wife Holly and son Colin.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Pennsylvania State University, Bachelor of Science
- CERTIFIED FINANCIAL PLANNER
- Accredited Wealth Management Advisor
- Certified Exit Planning Advisor
- Certified Private Wealth Advisor
4000 Town Center
Canonsburg, PA 15317

daniel.fitzpatrick@ubs.com

Daniel Fitzpatrick

4000 Town Center,Canonsburg,PA,15317
Louis Sforza

Executive Director

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Lou joined UBS’s predecessor Paine Webber in 1993. He started his career in the financial services industry in 1984 with Dean Witter Reynolds. Before entering management, Lou was a financial advisor for 17 years. In 2001, he became the manager of the UBS Westfield New Jersey branch. In 2005, Lou became the Business development officer for the UBS Mid Atlantic region before relocating to Pittsburgh in 2007 as the Complex Director and currently holds the title of Market Director.

Lou holds Series 65,63, SIE,3,7,9,10,8 and Insurance, Life Accident and Health.

Lou and his wife have four sons and 3 grandchildren.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- Certified Exit Planning Advisor
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

louis.sforza@ubs.com

Louis Sforza

600 Grant Street,Pittsburgh,PA,15219
Jameson Viljaste

Director

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Jameson is the former Producing Branch Manager for the Sewickley Office of UBS Wealth Management Americas in Sewickley, Pennsylvania- just outside of Pittsburgh. Jameson was also previously the Branch Manager for the North Hills Morgan Stanley Office for five years before joining UBS in May 2013. He is celebrating 27 years as a veteran of the securities industry, 11 of which are here at UBS. Jameson graduated from Boston University in 1992 where he received his Liberal Arts degree in Political Science. He started his career as a Financial Advisor in 1997 for Smith Barney in Minneapolis, Minnesota. In 2006, he and his wife and two boys relocated to the Pittsburgh area that enabled his wife to further her career in her hometown with Westinghouse.

Although not affiliated with any specific charity, the Viljaste Family enjoys being active in local community and non-profit organizations and supporting the philanthropic passions of others. In his spare time, Mr. Viljaste enjoys trophy class freshwater fishing, golf, amateur photography, cooking and music. Jameson and his wife, Deanna, reside in Gibsonia, PA- part of the Treesdale Residential and Golf Community. They have two boys, Tyler and Alex; Tyler is a third-year law student at Georgetown University and Alex is a recent graduate of Robert Morris University with degrees in Accounting and Finance. Both are passionate about community affairs and civic involvement.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
2200 Georgetowne Drive
Suite 600
Sewickley, PA 15143

jameson.viljaste@ubs.com

Jameson Viljaste

2200 Georgetowne Drive,Sewickley,PA,15143
Staci Black

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- MA
- MI
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WV
Staci, is the focal point of a consistent and smooth client service experience. She is responsible for managing the day-to-day affairs of the PGH Wealth Management Group including coordinating incoming and outgoing communications, managing account documentation, executing asset and cash movements and quarterbacking general client interaction with the team. She has over 20 years of experience at UBS in client facing responsibilities and is deeply skilled at service and support functions. In addition to her formal responsibilities, Staci serves as an office and firm-wide training resource and mentors new and inexperienced administrative staff. Additional experience includes more than 30 years in the financial services industry. Staci holds the Series 7, 63 and 65 securities licenses and is a member of the Team Associate Coach Network at UBS.

Staci enjoys baking, walking/running and spending time with her family. She and her husband Douglas currently live in South Fayette with their four children.
4000 Town Center
Canonsburg, PA 15317

staci.black@ubs.com

Staci Black

4000 Town Center,Canonsburg,PA,15317

Allison Daube

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Allison has over 20 years of experience in the financial services industry. She previously worked for Merrill Lynch in their Baltimore, Annapolis and Washington DC offices where she worked as both a member of the management team supervising the support staff and working with clients as a Registered Manager's Assistant. Allison joined UBS in 2011 and focuses on client portfolio reporting and financial planning for the team.

She and her husband David currently live in Peters Township with their three children.
Financial planning

4000 Town Center
Canonsburg, PA 15317

allison.daube@ubs.com

Allison Daube

4000 Town Center,Canonsburg,PA,15317
Alexandra Brown

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- ND
- NH
- NJ
- NM
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Alexandra has a Finance and Business Analytics degree from the Kelley School of Business at Indiana University Bloomington. After graduation, she worked in Chicago at the UBS Wealth Advice Center where she earned her Series 7 and Series 66 licenses.

Now, with PGH Wealth Management Group, she focuses on client service, market data, and account analysis. She and her fiancé live in the South Hills of Pittsburgh.
4000 Town Center
Canonsburg, PA 15317

alexandra.brown@ubs.com

Alexandra Brown

4000 Town Center,Canonsburg,PA,15317

Edward Brown

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Ed has over 30 years of financial services experience. He has always valued relationships with his clients as his most important assets. As an advisor he is focused on providing tailored wealth management strategies and portfolio management to help clients grow their assets and help achieve financial goals. His emphasis is on managing discretionary portfolios constructed of individual equity, fixed income and related securities and managing those portfolios through multiple market cycles on behalf of individual clients. He works closely with external client advisors including CPAs and estate planning professionals to develop detailed and customized financial, tax and estate plan strategies.

Ed has a B.S. in Electrical Engineering from Pennsylvania State University and an M.B.A. from the University of Pittsburgh. He currently has Series 7, 63 and 65 securities licenses and life, health and accident insurance licenses. Ed and his wife Kathy have 3 adult children.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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 Chairman’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.
- Pennsylvania State University, B.S. in Electrical Engineering
- University of Pittsburgh, M.B.A.
- Senior Portfolio Manager
- Portfolio Manager
Home Worker FL
Home Worker FL, FL 000

edward.brown@ubs.com

Edward Brown

Home Worker FL,Home Worker FL,FL,000
Jon Hawk

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- ME
- MI
- MN
- MO
- MS
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Jon has 33 years of wealth management experience. He focuses on business owners, ultra-high net worth individuals, defined contribution retirement plans, portfolio management and asset allocation strategies. Jon is a Chartered Retirement Plans Specialist^SM.

Jon graduated from the University of Pittsburgh with an M.S. in Chemical and Petroleum Engineering. He and his wife, Leah, reside in Moon Township, Pennsylvania. They have three children, Lydia, Lindsey and son-in-law Justin, and Jon Michael and daughter-in-law Renae.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
4000 Town Center
Canonsburg, PA 15317

jon.hawk@ubs.com

Jon Hawk

4000 Town Center,Canonsburg,PA,15317
Daniel Fitzpatrick

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Helping individuals and families accomplish their financial goals is paramount in all that Dan does. Since joining UBS in 2016, Dan has helped numerous families develop customized and comprehensive strategies in order to achieve what their financial goals. His approach focuses on education, and helps to make decisions with you – not for you. Dan integrates his financial planning experience with investment management solutions to help provide a complete wealth management experience.

Prior to joining UBS, Dan worked as a Hedge Fund Specialist with JP Morgan in Boston, MA. He has a B.S. in Finance from The Pennsylvania State University. Dan holds several industry certifications including CERTIFIED FINANCIAL PLANNER™ professional, AWMA™, Accredited Wealth Management Advisor (SM) CEPA^® (Certified Exit Planning Advisor) and CPWA^® (Certified Private Wealth Advisor®). He also holds Series 7 and 66 securities licenses, as well as life, accident, and health insurance licenses. Dan currently lives in Mt. Lebanon with his wife Holly and son Colin.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Pennsylvania State University, Bachelor of Science
- CERTIFIED FINANCIAL PLANNER
- Accredited Wealth Management Advisor
- Certified Exit Planning Advisor
- Certified Private Wealth Advisor
4000 Town Center
Canonsburg, PA 15317

daniel.fitzpatrick@ubs.com

Daniel Fitzpatrick

4000 Town Center,Canonsburg,PA,15317
Louis Sforza

Executive Director

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Lou joined UBS’s predecessor Paine Webber in 1993. He started his career in the financial services industry in 1984 with Dean Witter Reynolds. Before entering management, Lou was a financial advisor for 17 years. In 2001, he became the manager of the UBS Westfield New Jersey branch. In 2005, Lou became the Business development officer for the UBS Mid Atlantic region before relocating to Pittsburgh in 2007 as the Complex Director and currently holds the title of Market Director.

Lou holds Series 65,63, SIE,3,7,9,10,8 and Insurance, Life Accident and Health.

Lou and his wife have four sons and 3 grandchildren.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- Certified Exit Planning Advisor
600 Grant Street
Suite 4650
Pittsburgh, PA 15219

louis.sforza@ubs.com

Louis Sforza

600 Grant Street,Pittsburgh,PA,15219
Jameson Viljaste

Director

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MI
- MN
- MO
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Jameson is the former Producing Branch Manager for the Sewickley Office of UBS Wealth Management Americas in Sewickley, Pennsylvania- just outside of Pittsburgh. Jameson was also previously the Branch Manager for the North Hills Morgan Stanley Office for five years before joining UBS in May 2013. He is celebrating 27 years as a veteran of the securities industry, 11 of which are here at UBS. Jameson graduated from Boston University in 1992 where he received his Liberal Arts degree in Political Science. He started his career as a Financial Advisor in 1997 for Smith Barney in Minneapolis, Minnesota. In 2006, he and his wife and two boys relocated to the Pittsburgh area that enabled his wife to further her career in her hometown with Westinghouse.

Although not affiliated with any specific charity, the Viljaste Family enjoys being active in local community and non-profit organizations and supporting the philanthropic passions of others. In his spare time, Mr. Viljaste enjoys trophy class freshwater fishing, golf, amateur photography, cooking and music. Jameson and his wife, Deanna, reside in Gibsonia, PA- part of the Treesdale Residential and Golf Community. They have two boys, Tyler and Alex; Tyler is a third-year law student at Georgetown University and Alex is a recent graduate of Robert Morris University with degrees in Accounting and Finance. Both are passionate about community affairs and civic involvement.
- Forbes Best-in-State Wealth Management Teams, 2026The 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.
2200 Georgetowne Drive
Suite 600
Sewickley, PA 15143

jameson.viljaste@ubs.com

Jameson Viljaste

2200 Georgetowne Drive,Sewickley,PA,15143
Staci Black

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- MA
- MI
- NC
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- WV
Staci, is the focal point of a consistent and smooth client service experience. She is responsible for managing the day-to-day affairs of the PGH Wealth Management Group including coordinating incoming and outgoing communications, managing account documentation, executing asset and cash movements and quarterbacking general client interaction with the team. She has over 20 years of experience at UBS in client facing responsibilities and is deeply skilled at service and support functions. In addition to her formal responsibilities, Staci serves as an office and firm-wide training resource and mentors new and inexperienced administrative staff. Additional experience includes more than 30 years in the financial services industry. Staci holds the Series 7, 63 and 65 securities licenses and is a member of the Team Associate Coach Network at UBS.

Staci enjoys baking, walking/running and spending time with her family. She and her husband Douglas currently live in South Fayette with their four children.
4000 Town Center
Canonsburg, PA 15317

staci.black@ubs.com

Staci Black

4000 Town Center,Canonsburg,PA,15317
Allison Daube

Registered Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Allison has over 20 years of experience in the financial services industry. She previously worked for Merrill Lynch in their Baltimore, Annapolis and Washington DC offices where she worked as both a member of the management team supervising the support staff and working with clients as a Registered Manager's Assistant. Allison joined UBS in 2011 and focuses on client portfolio reporting and financial planning for the team.

She and her husband David currently live in Peters Township with their three children.
Financial planning

4000 Town Center
Canonsburg, PA 15317

allison.daube@ubs.com

Allison Daube

4000 Town Center,Canonsburg,PA,15317
Alexandra Brown

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- ND
- NH
- NJ
- NM
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
- WY
Alexandra has a Finance and Business Analytics degree from the Kelley School of Business at Indiana University Bloomington. After graduation, she worked in Chicago at the UBS Wealth Advice Center where she earned her Series 7 and Series 66 licenses.

Now, with PGH Wealth Management Group, she focuses on client service, market data, and account analysis. She and her fiancé live in the South Hills of Pittsburgh.
4000 Town Center
Canonsburg, PA 15317

alexandra.brown@ubs.com

Alexandra Brown

4000 Town Center,Canonsburg,PA,15317

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

A leading global wealth manager

Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Begin with a plan

Pursuing your goals together

Edward Brown

Jon Hawk

Daniel Fitzpatrick

Louis Sforza

Jameson Viljaste

Staci Black

Allison Daube

Alexandra Brown