Let's move forward. Together.

team photo

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

  • ted

    Ted Hardenbergh

    Senior Vice President–Wealth Management

    • image
    • image

          • Heather

            Heather Phillips

            Senior Vice President–Wealth Management

            • image
            • image

                  • krissy headshot

                    Krissy Schafer

                    Senior Wealth Strategy Associate

                    • image
                    • image

                          • image

                            Suzanne Moore

                            Senior Client Associate

                            • image
                            • image

                                  • allison riotto

                                    Allison Riotto

                                    Authorized Officer

                                    Wealth Management Associate

                                    • image
                                    • image

                                          • Meg Gould

                                            Meg Sargent Gould

                                            Client Associate

                                            • image
                                            • image

                                                  Focus on liquidity management

                                                  CIO House View monthly livestream


                                                  UBS and Credit Suisse—stronger than ever

                                                  Legacy—Wealth for others

                                                  For needs that go beyond your own—to help you improve the lives of others

                                                  What will your legacy be?
                                                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                                  Learn more at ubs.com/wealthway.

                                                  Backed by the strength of UBS

                                                  A global leader in wealth management

                                                  $3.9 trillion

                                                  In invested assets globally 
                                                  As of 12/31/2022

                                                  51 countries

                                                  Our global footprint

                                                  Global leader

                                                  UBS is a world-leading wealth manager