Your life. Your wealth. Your future.

Pursue what matters most

Telescope in window

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: 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.

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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.

  • Carlos A. Pou Profile Picture

    Carlos A. Pou

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • NC
    • NH
    • NY
    • OH
    • PR
    • RI

    With over 25 years in the securities industry, Carlos began his career at Paine Webber after receiving his BA witha degree in Finance from the Carroll School of Management at Boston College. 11 years later Carlos found his home at UBS where he is now First Vice President and is certified as a Wealth Advisor. His experience has taught him to always be attentive to the markets and the economy. Constantly reviewing clients accounts, Carlos looks over UBS vast research and product platforms to take advantage of the next opportunity for his clients.

      • Carroll School of Management at Boston College, BA with a degree in Finance
      • Wealth Advisor
      250 Munoz Rivera Avenue
      A.I Plaza, 16th Floor
      San Juan, PR 00918
    • Xavier A. Aguayo  Profile Picture

      Xavier A. Aguayo

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • DC
      • FL
      • GA
      • IL
      • IN
      • MA
      • MD
      • MI
      • MN
      • NV
      • NY
      • OH
      • PA
      • PR
      • SC
      • VA
      • VI
      The thrill of having a role in a person's life is what drives me the most. My lifelong talent is listening to people and becoming their trusted advisor. Every financial recommendation comes from a consultative thought process. I serve wealthy individuals who are serious about enhancing their standard of living and want to optimize their financial lives. I approach my clients in an educational manner and emphasize the areas of financial planning and strategic wealth planning.

            250 Munoz Rivera Avenue
            A.I Plaza, 16th Floor
            San Juan, PR 00918
          • William J. Serralles Profile Picture

            William J. Serralles

            Senior Vice President–Wealth Management

            Financial Advisor

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            • CA
            • DC
            • FL
            • GA
            • IL
            • IN
            • MA
            • MD
            • MI
            • MN
            • NV
            • NY
            • OH
            • PR
            • SC
            • VA
            • VI
            I enjoy playing a significant role in the financial well being of families and corporations. My early focus on equities and my experiences on Wall Street have made me a better risk manager. I take time to thoroughly analyze each case before making any recommendations. My areas of focus are strategic planning and tactical decision making. My service model is a fully integrated platform, catering primarily to high and ultra high net worth families and corporations.

                  250 Munoz Rivera Avenue
                  A.I Plaza, 16th Floor
                  San Juan, PR 00918
                • Eduardo E. Caban Profile Picture

                  Eduardo Caban

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • AR
                  • CA
                  • FL
                  • GA
                  • IL
                  • MA
                  • MD
                  • MI
                  • NC
                  • NJ
                  • NY
                  • OH
                  • PA
                  • PR
                  • SC
                  • TX
                  • VA
                  • VI

                  Before becoming a Financial Advisor, Eduardo Caban was a key member of the UBS Consulting Division, serving a large array of institutional and individual Ultra High Net Worth clients with their portfolio construction and management requirements. Eduardo has a keen eye for areas where he and his team can add value and takes great satisfaction in providing excellent advice and in becoming a trusted advisor.

                      • Certified Investment Management Analyst®
                      250 Munoz Rivera Avenue
                      A.I Plaza, 16th Floor
                      San Juan, PR 00918

                    What did the Fed say?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    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

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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