$7 trn
UBS Group invested assets
As of 12/31/2025
Transition can be truly transformative when managed thoughtfully and prudently-particularly when it comes to business. At Prospect Wealth Partners, our collective experience has helped guide many businesses and their executives through major transitions. Not only do we appreciate the uncertainties and the opportunities they often bring, but also the extreme demands on the time, energy and focus of our clients.
Given your many other priorities, it is important to engage a team you can trust to work diligently and intelligently on your behalf. A team dedicated to the proactive service and attention you need to feel confident that your financial world is well supervised and your goals are on track.
Whether you are currently leading a major liquidity transaction, considering exiting or selling your company, changing careers or planning for retirement or your estate, we can help toward making the best financial decisions for you, your family and your future.
The most rewarding aspect of our practice is having a front-row seat to our clients' financial journeys. We've guided families through market highs and lows, life transitions, and evolving goals. Our committment is to stand with you, bring perspective you may not yet have needed, and help you move forward with clarity and confidence.
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.
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Registered Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Financial Advisor
Registered Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
What's on the horizon?
Next generation family members face evolving opportunities and responsibilities as they prepare to shape the future of their wealth and legacy. At UBS, we partner with the next generation and their families across every stage of this journey, combining tailored advisory with structured education to build confidence, capability, and long-term perspective.
UBS and entrepreneurs
Entrepreneurs encounter shifting opportunities and challenges throughout their business lifecycles.
At UBS, we work alongside entrepreneurs wherever they stand: from company formation and growth to exit, succession and
managing wealth. Our exclusive networks connect entrepreneurs with peers worldwide, enabling them to exchange ideas and unlock new opportunities.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
