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.

Chess board

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.

  • image

    Kim Caito

    Senior Vice President–Wealth Management

    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WI
    • WV
    • WY

          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

        House View Monthly

        Mountain climbers on peak at sunrise

        A leading global wealth manager

        White House

        ElectionWatch 2024

        24 questions for the '24 US election

        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.

        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

        Download the report

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.9+ trn

        UBS Group invested assets
        As of 06/30/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

        Insights