Lasting relationships. For all that matters

Three generations in the front yard

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

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    Kim Caito

    Senior Vice President–Wealth Management

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    • AK
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          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
          kim.caito@ubs.com
          Kim Caito
          30050 Chagrin Boulevard,Pepper Pike,OH,44124
        Three generations in apple orchard

        Turn possibilities into a plan

        US equity market outlook

        Mountain climbers on peak at sunrise

        A leading global wealth manager

        White House

        ElectionWatch 2024

        Investment insights on the US elections

        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

        In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.8+ trn

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        As of 03/31/2024

        51 countries

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