Let's move forward. Together.

Generational Family on Beach

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.

Four people meeting in glass office

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Craig Inside

    Craig A. Pytleski, CAP, CFP

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • IA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MI
    • MN
    • MO
    • MT
    • NE
    • NY
    • OK
    • PA
    • TX
    • WA
    • WY

    Craig’s personalized approach to wealth management and his broad professional experiences help clients simplify their lives. He brings over five years of investment management and financial planning experiences to UBS from a family-owned regional bank and trust company. Prior to his industry-specific experience, Craig managed multi-million-dollar capital campaigns and helped donors fulfill their philanthropic goals through giving and estate planning strategies. His greatest strength is his ability to build lasting relationships with clients, who he considers family.

    Craig grew up in a small farm town in Northeast Nebraska and learned the values of hard work and loyalty, as well as the essential role community plays in one’s life. He carries those learned values into his daily work with clients and their families. After earning a bachelor’s degree from the University of Nebraska – Omaha and a Master of Business Administration degree from Nebraska Wesleyan University, Craig and his wife, Megan, settled down in Lincoln. They are proud parents of four young boys and keep their schedule full with educational, athletic, community, and faith-based organizations. In their free time, the Pytleski family can be found outdoors with friends, golfing, or at the lake.

      • Northwestern University, Graduate Certificate in Financial Planning
      • Nebraska Wesleyan University, Masters of Business Administration
      • University of Nebraska - Omaha, Public and Nonprofit Administration
      • Chartered Advisor in Philanthropy®
      • Institutional Consultant, UBS Institutional Consulting Program
      • Endowment & Foundation Consultant
      Legacy planning
      Retirement planning
      Multi-generational families
      Cash management
      Financial planning
      Education planning
      8415 Maddox Drive
      Suite 101
      Lincoln, NE 68520
      Craig A. Pytleski, CAP, CFP
      8415 Maddox Drive,Lincoln,NE,68520

    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.

    Multi-generational families

    Multi-generational families

    Advice for business owners

    Advice for business owners

    Foundations and endowments

    Foundations and endowments


    Invest to advance

    Let’s build the future of multicultural wealth. Together.

    Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    Financial strength

    Driving confidence.
    A-  Standard & Poor’s
    A  Fitch

    UBS AG, long-term senior secured debt rating. As of 03/31/2024

    More than 160 years

    offering financial advice