Simple. Personal. Complete.

Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Philip Bocketti, EFC, CIMA, CAP

Managing Director–Wealth Management

Financial Advisor

Phil joined PaineWebber, which later became UBS Financial Services, as an intern in 1990 after attending Eastern Michigan University.  With over 30 years’ experience, Phil and his team are committed to simplifying the lives of an exclusive group of families by identifying and meeting the unique needs of multigenerational families, founders, entrepreneurs, and corporate executives. Phil seeks solutions tailored to your unique circumstances through listening, understanding, and guiding thoughtfully with intention.

Phil has attained several prestigious designations, among them are Private Wealth Advisor and Senior Portfolio Manager. He obtained the designation of Certified Investment Management Analyst (CIMA®), through IMCA and the Wharton School of Business. To assist families and nonprofits in Philanthropy he has been designated as an Endowment & Foundation Consultant (EFC) as well as a Chartered Advisor in Philanthropy (CAP®).

Phil and his wife, Sara, live in Northville, Michigan and have three children. They enjoy family adventures, traveling, kayaking, and hiking. Phil is active as both a volunteer and a member of the Board of Directors for Make-a-Wish Michigan, providing hope to critically ill children. He also serves as a mentor with American Corporate Partners (ACP), a national organization focused on helping returning veterans and active duty spouses find their future careers.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • 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, 2024The 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.

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


  • Private Wealth Advisor
  • Chartered Advisor in Philanthropy®
  • Endowment & Foundation Consultant
  • Certified Investment Management Analyst®

Institutional consulting
Multi-generational families
Estate planning strategies
Legacy planning
Business succession
Family Offices
730 Penniman Avenue
Plymouth, MI 48170
  • (734) 416-1507

Email Me


Investment management

Our Process

Our Process

Change your community. Change the world.

Change your community. Change the world.

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

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch

UBS AG, long-term senior secured debt rating. As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager