Comprehensive solutions for entrepreneurs

Private Wealth Management

UBS abstract

What’s your vision?

When you’re building a business, the questions are never-ending. Is it the right time to take money off the table? What steps should I take in advance of a sale? Now that we’ve sold, what does that mean for my family and our future? We can help you find the answers.

Whether you’re scaling your first business, exploring a sale or launching your third company, we can be a valuable resource. Call or email us today to discuss how we can apply our resources and experience to your unique situation.

Trust Structuring for Founders

Date.February 15 2023

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  • Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS
Register for this event

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Older entrepreneur

Later stage entrepreneurs

Entrepreneur

Newly public entrepreneurs

Serial entrepreneurs

Serial entrepreneurs

Backed by the strength of UBS

A global leader in wealth management

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

The right advice can make all the difference

You've carefully planned for the future of your business, have you invested the same time and effort in planning for your own financial future?

  • Chuck Korasick

    Chuck Korasick, CFP®

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
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    • DC
    • DE
    • FL
    • HI
    • ID
    • IL
    • MA
    • MD
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    • MS
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • RI
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV
    • Amateur triathlete 
    • Father of two
    • George Mason University, BS
    • Financial Planning Top 40 Financial Advisors Under 40, 2022, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in Septermber of the prior year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.

      • CERTIFIED FINANCIAL PLANNER™
      • Private Wealth Advisor
      2000 Avenue of the Stars
      7th. Floor North
      Los Angeles, CA 90067
    •  Warren Coughlin

      Warren Coughlin, CFP®

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
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      • DC
      • DE
      • FL
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      • ID
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      • MA
      • MD
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      • NC
      • NH
      • NJ
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      • NY
      • OR
      • PA
      • RI
      • SC
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      • TN
      • TX
      • UT
      • VA
      • WA
      • WV
      • Emerging philanthropist
      • Marathon runner
      • East coast origins
      • George Mason University, BS
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • CERTIFIED FINANCIAL PLANNER™
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      • Robert Gach

        Robert Gach

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
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        • DC
        • DE
        • FL
        • HI
        • ID
        • IL
        • MA
        • MD
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OR
        • PA
        • RI
        • SC
        • SD
        • TX
        • UT
        • VA
        • WA
        • WV
        • Global traveler
        • Philanthropist & community leader
        • Economic market hobbyist
        • MBA from the University of Southern California - Magna Cum Laude
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The 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.

            2000 Avenue of the Stars
            7th. Floor North
            Los Angeles, CA 90067
          • mally bw 2021

            Mally Burton, CPWA®

            Director

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • PR
            • RI
            • SC
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            • TN
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            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WV
            • WY
            • Passionate about female-led brands and businesses
            • Holds Accredited Wealth Management AdvisorSM and Certified Private Wealth Advisor® designations
            • Aspiring chef and mixologist
            • Enjoys staying active, be it a daily Peloton run, golf while travelling, or skiing with friends
            • Vanderbilt University, BS

              • Vanderbilt University, Bachelor of Science, Human & Organization Development, Corporate Strategy, Economics
              • Accredited Wealth Management Advisor℠
              • Private Wealth Advisor
              2000 Avenue of the Stars
              7th. Floor North
              Los Angeles, CA 90067
            • Jonathan Schechter

              Jonathan Schechter, CFP®

              Senior Wealth Strategy Associate

              CERTIFIED FINANCIAL PLANNER™

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              • AZ
              • CA
              • CO
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              • DC
              • DE
              • FL
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              • ID
              • IL
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              • MD
              • MN
              • MS
              • MT
              • NC
              • NE
              • NH
              • NJ
              • NV
              • NY
              • OK
              • OR
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              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • WA
              • WV
              • Born and raised in NY, sports enthusiast, traveler and adventurer
              • Focus on planning & portfolio management
              • University of Southern California - Marshall School of Business

                • University of Southern California (USC), Bachelor of Science in Business Administration
                • University of California Los Angeles (UCLA), Certificate in Financial Planning
                • CERTIFIED FINANCIAL PLANNER™
                Financial planning
                Investing
                2000 Avenue of the Stars
                7th. Floor North
                Los Angeles, CA 90067
              • Jen Lechman

                Jen Lechman

                Team Administrator

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                • AZ
                • CA
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                • DC
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                • FL
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                • ID
                • IL
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                • NC
                • NH
                • NJ
                • NV
                • NY
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • VA
                • WA
                • WV
                • Triathlete, marathon runner and world traveler
                • Dedicated to exceptional client experience and process efficiency
                • Kent State Graduate

                      2000 Avenue of the Stars
                      7th. Floor North
                      Los Angeles, CA 90067