Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Art in gallery

Richard Callahan

Senior Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • MA
  • MI
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • VA

Education

  • University of North Carolina at Charlotte
  • Central Piedmont Community College
13024 Ballantyne Corporate Pl.
Suite 650
Charlotte, NC 28277
  • (704) 343-4087

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights