Wealth planning that makes a difference

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. That’s where the Rimmel Mehaffey Pessy Wealth Consulting Group comes in. Our structured approach combines a disciplined process, customized investment solutions, comprehensive financial planning and focused experience, each of which can have a transformative effect on your financial future.

Start the conversation

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.

James Rimmel

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- ND
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Jim joined UBS in 1997 and has since received many accreditations and awards (please refer to the Recognition section). He focuses on high net worth individuals, business owners, retirement plans, asset allocation strategies and complex financial planning strategies.

Jim holds the Series 7, 31, 63 and 65 securities licenses and his insurance license. He earned an M.B.A. with a concentration in strategic planning and finance from the University of Pittsburgh’s Katz Graduate School of Business. Jim graduated with a B.S. in business and a minor in history from Miami University, Oxford, OH.

Jim is an active member of the local community. He has previously served on boards of the Pittsburgh Symphony, Longue Vue Club, the Coalition for Christian Outreach and Beverly Heights Presbyterian Church.

Jim lives in Mount Lebanon with his wife, Erin. He enjoys spending time traveling with his family and playing golf.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- Miami University of Ohio
- Katz Graduate School of Business, University of Pittsburgh, Masters in Business Administration
- Certified Investment Management Consultant
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

james.rimmel@ubs.com

James Rimmel

500 Grant Street,Pittsburgh,PA,15219
Daniel Pessy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- ND
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Dan began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000. Using over 20 years of experience, Dan advises high-net worth individuals and business owners on wealth accumulation, preservation, and transfer strategies. His focus on financial and retirement planning, asset allocation analysis, and investment manager selection provides his clients with a full-service and holistic approach to wealth management. Dan also advises qualified retirement plans on plan design and fund selection, working closely with employers to provide a critical benefit to their employees.

Dan was named a Senior Portfolio Manager in the UBS Portfolio Management Program, allowing him to offer personalized, discretionary investment management to his clients. He has also completed the UBS Wealth Advisor Program, which educates exceptional advisors on connecting clients with the vast resources available at UBS and beyond.

Dan earned a B.S. in Finance and Investment Management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, as well as the American Cancer Society and various youth sports. Dan is an avid golfer, and enjoys travel, golf course architecture, and spending time with friends and family. He lives in Pittsburgh with his wife and two daughters.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- Duquesne University, B.S.
- Senior Portfolio Manager
- Wealth Advisor
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

daniel.pessy@ubs.com

Daniel Pessy

500 Grant Street,Pittsburgh,PA,15219
John Porter

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- ND
- NJ
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
As a relationship manager, John works with our individual clients, qualified retirement plans and their participants to find solutions for their financial needs. John concentrates on Next Gen and Rising Generation clients, helping them invest for retirement as well as potential education costs and home purchases. His focus on financial planning and investment management play a critical role in the long term financial success of our working-age clients.

John joined the Rimmel Mehaffey Pessy Wealth Consulting group in 2017. He holds Series 7 and 66 securities licenses and his Life, Accident & Health insurance license. John graduated from Grove City College with a B.S. in Business Finance. An active member of his community, John is involved with his alma mater and City Reformed church. He’s a lifelong basketball fan, and enjoys playing in league competition as well as coaching middle-school basketball in the Pittsburgh area. John enjoys golf, listening to audio books, and traveling to National Parks with his wife, Lauren. They reside in the North Hills of Pittsburgh.
- Grove City College, B.S.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

john.porter@ubs.com

John Porter

500 Grant Street,Pittsburgh,PA,15219
Maggie Rimmel

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
As a Relationship Manager, Maggie works both with individual clients and managed account solutions across the business. She focuses on Retirement Planning for working-age clients and Generational Wealth Planning for retirement-age clients. Maggie is interested in building personal relationships with clients and their families and providing financial education to the next generation.

Maggie joined the Rimmel Mehaffey Pessy Group in April 2022 after working as a Financial Advisor in UBS’s Wealth Advice Center. She currently holds her Series 7 and 66 securities licenses. Maggie graduated from Emory University with a B.S. in Neuroscience and Behavioral Biology and a B.A. in Psychology. With a combination of her Psychology background and Financial training, Maggie loves to connect with clients and anticipate their needs or concerns.

In her free time, Maggie enjoys volleyball, Pilates, and traveling.
- Emory University, B.S.
- Emory University, B.A.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

margaret.rimmel@ubs.com

Maggie Rimmel

500 Grant Street,Pittsburgh,PA,15219
Anna Grassel

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WV
With a passion for finance, Anna enjoys working with clients to help them achieve their financial goals (anything from purchasing a Chanel handbag to saving for college!) and build generational wealth. Her attention to detail coupled with her strong communication skills make her a natural fit to be a frontline Senior Wealth Strategy Associate. With nearly a decade of financial experience working as a wholesaler and wealth management analyst, Anna joined the team in May 2023. Anna currently holds her Series 7 and 66 securities licenses. Through her professional and personal experiences, Anna has learned that the best investment you can make in life is people.

She is the President of the Pittsburgh Stock and Bond Society which is a non-profit that gives back to the local, Pittsburgh community. She is actively involved in volunteering at the Pittsburgh Food Bank and Delmont Public Library. She resides in downtown Pittsburgh and can be found golfing in the summer and skiing in the winter.
- Grove City College, B.S.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

anna.grassel@ubs.com

Anna Grassel

500 Grant Street,Pittsburgh,PA,15219
Christine Mulkerrin

Wealth Management Associate
View bio
- CA
- CO
- FL
- GA
- IA
- IL
- KY
- MO
- NY
- OH
- PA
- TX
With twenty years of experience with the team, Christine is responsible for all aspects of client service and operations. She is also responsible for our client on-boarding process.

Christine joined the Rimmel Mehaffey Pessy Wealth Consulting Group in January 2003 after working as a sales assistant at Morgan Stanley and at a local venture capital firm.

She holds Series 7 and 66 securities licenses and has completed the Private Wealth Management Education Program. She graduated from Indiana University of Pennsylvania with a B.S. in communications. In her spare time, Christine is an active participant in rowing and enjoys traveling and reading.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

christine.mulkerrin@ubs.com

Christine Mulkerrin

500 Grant Street,Pittsburgh,PA,15219

Jenna Verbosky

Senior Client Associate
View bio
- AL
- CA
- FL
- IL
- IN
- KY
- MD
- NJ
- NY
- OH
- PA
- SD
- TX
- VA
Jenna has worked in the finance industry for over 15 years, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in November 2020 as a Senior Registered Client Service Associate.

Jenna graduated from Youngstown State in 2008 with a B.S. in Finance. She holds a Series 7, Series 66 and her insurance license. Previously, Jenna worked for Ameriprise Financial in Client Service and Planning. She enjoys reading, cheering on her favorite sports teams, and trying new restaurants around the city. Jenna and her husband, Justin, reside in Greentree and love traveling together.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

jenna.chianello@ubs.com

Jenna Verbosky

500 Grant Street,Pittsburgh,PA,15219
Taylor Pohl

Client Associate
View bio
- PA
Taylor has worked in the finance industry since 2019 after graduating from Duquesne University with a B.S in Finance and a minor in Marketing. She joined the Rimmel Mehaffey Pessy Wealth Consulting Group in December 2022 as a Client Associate.

Taylor holds a Series 6, 63 and her insurance license. Previously, Taylor worked in the retail banking industry as a relationship manager, helping clients with their basic banking needs as well as retirement planning.

Outside of work, she enjoys riding her horse, spending time with her family, and frequently traveling to Florida for some much needed vacation time.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

taylor.pohl@ubs.com

Taylor Pohl

500 Grant Street,Pittsburgh,PA,15219

James Rimmel

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- ND
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Jim joined UBS in 1997 and has since received many accreditations and awards (please refer to the Recognition section). He focuses on high net worth individuals, business owners, retirement plans, asset allocation strategies and complex financial planning strategies.

Jim holds the Series 7, 31, 63 and 65 securities licenses and his insurance license. He earned an M.B.A. with a concentration in strategic planning and finance from the University of Pittsburgh’s Katz Graduate School of Business. Jim graduated with a B.S. in business and a minor in history from Miami University, Oxford, OH.

Jim is an active member of the local community. He has previously served on boards of the Pittsburgh Symphony, Longue Vue Club, the Coalition for Christian Outreach and Beverly Heights Presbyterian Church.

Jim lives in Mount Lebanon with his wife, Erin. He enjoys spending time traveling with his family and playing golf.
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes America's Top Wealth Advisors, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- Miami University of Ohio
- Katz Graduate School of Business, University of Pittsburgh, Masters in Business Administration
- Certified Investment Management Consultant
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

james.rimmel@ubs.com

James Rimmel

500 Grant Street,Pittsburgh,PA,15219
Daniel Pessy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- ND
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Dan began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000. Using over 20 years of experience, Dan advises high-net worth individuals and business owners on wealth accumulation, preservation, and transfer strategies. His focus on financial and retirement planning, asset allocation analysis, and investment manager selection provides his clients with a full-service and holistic approach to wealth management. Dan also advises qualified retirement plans on plan design and fund selection, working closely with employers to provide a critical benefit to their employees.

Dan was named a Senior Portfolio Manager in the UBS Portfolio Management Program, allowing him to offer personalized, discretionary investment management to his clients. He has also completed the UBS Wealth Advisor Program, which educates exceptional advisors on connecting clients with the vast resources available at UBS and beyond.

Dan earned a B.S. in Finance and Investment Management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, as well as the American Cancer Society and various youth sports. Dan is an avid golfer, and enjoys travel, golf course architecture, and spending time with friends and family. He lives in Pittsburgh with his wife and two daughters.
- Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
- Duquesne University, B.S.
- Senior Portfolio Manager
- Wealth Advisor
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

daniel.pessy@ubs.com

Daniel Pessy

500 Grant Street,Pittsburgh,PA,15219
John Porter

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- ND
- NJ
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
As a relationship manager, John works with our individual clients, qualified retirement plans and their participants to find solutions for their financial needs. John concentrates on Next Gen and Rising Generation clients, helping them invest for retirement as well as potential education costs and home purchases. His focus on financial planning and investment management play a critical role in the long term financial success of our working-age clients.

John joined the Rimmel Mehaffey Pessy Wealth Consulting group in 2017. He holds Series 7 and 66 securities licenses and his Life, Accident & Health insurance license. John graduated from Grove City College with a B.S. in Business Finance. An active member of his community, John is involved with his alma mater and City Reformed church. He’s a lifelong basketball fan, and enjoys playing in league competition as well as coaching middle-school basketball in the Pittsburgh area. John enjoys golf, listening to audio books, and traveling to National Parks with his wife, Lauren. They reside in the North Hills of Pittsburgh.
- Grove City College, B.S.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

john.porter@ubs.com

John Porter

500 Grant Street,Pittsburgh,PA,15219
Maggie Rimmel

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
- WV
As a Relationship Manager, Maggie works both with individual clients and managed account solutions across the business. She focuses on Retirement Planning for working-age clients and Generational Wealth Planning for retirement-age clients. Maggie is interested in building personal relationships with clients and their families and providing financial education to the next generation.

Maggie joined the Rimmel Mehaffey Pessy Group in April 2022 after working as a Financial Advisor in UBS’s Wealth Advice Center. She currently holds her Series 7 and 66 securities licenses. Maggie graduated from Emory University with a B.S. in Neuroscience and Behavioral Biology and a B.A. in Psychology. With a combination of her Psychology background and Financial training, Maggie loves to connect with clients and anticipate their needs or concerns.

In her free time, Maggie enjoys volleyball, Pilates, and traveling.
- Emory University, B.S.
- Emory University, B.A.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

margaret.rimmel@ubs.com

Maggie Rimmel

500 Grant Street,Pittsburgh,PA,15219
Anna Grassel

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WV
With a passion for finance, Anna enjoys working with clients to help them achieve their financial goals (anything from purchasing a Chanel handbag to saving for college!) and build generational wealth. Her attention to detail coupled with her strong communication skills make her a natural fit to be a frontline Senior Wealth Strategy Associate. With nearly a decade of financial experience working as a wholesaler and wealth management analyst, Anna joined the team in May 2023. Anna currently holds her Series 7 and 66 securities licenses. Through her professional and personal experiences, Anna has learned that the best investment you can make in life is people.

She is the President of the Pittsburgh Stock and Bond Society which is a non-profit that gives back to the local, Pittsburgh community. She is actively involved in volunteering at the Pittsburgh Food Bank and Delmont Public Library. She resides in downtown Pittsburgh and can be found golfing in the summer and skiing in the winter.
- Grove City College, B.S.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

anna.grassel@ubs.com

Anna Grassel

500 Grant Street,Pittsburgh,PA,15219
Christine Mulkerrin

Wealth Management Associate
View bio
- CA
- CO
- FL
- GA
- IA
- IL
- KY
- MO
- NY
- OH
- PA
- TX
With twenty years of experience with the team, Christine is responsible for all aspects of client service and operations. She is also responsible for our client on-boarding process.

Christine joined the Rimmel Mehaffey Pessy Wealth Consulting Group in January 2003 after working as a sales assistant at Morgan Stanley and at a local venture capital firm.

She holds Series 7 and 66 securities licenses and has completed the Private Wealth Management Education Program. She graduated from Indiana University of Pennsylvania with a B.S. in communications. In her spare time, Christine is an active participant in rowing and enjoys traveling and reading.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

christine.mulkerrin@ubs.com

Christine Mulkerrin

500 Grant Street,Pittsburgh,PA,15219
Jenna Verbosky

Senior Client Associate
View bio
- AL
- CA
- FL
- IL
- IN
- KY
- MD
- NJ
- NY
- OH
- PA
- SD
- TX
- VA
Jenna has worked in the finance industry for over 15 years, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in November 2020 as a Senior Registered Client Service Associate.

Jenna graduated from Youngstown State in 2008 with a B.S. in Finance. She holds a Series 7, Series 66 and her insurance license. Previously, Jenna worked for Ameriprise Financial in Client Service and Planning. She enjoys reading, cheering on her favorite sports teams, and trying new restaurants around the city. Jenna and her husband, Justin, reside in Greentree and love traveling together.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

jenna.chianello@ubs.com

Jenna Verbosky

500 Grant Street,Pittsburgh,PA,15219
Taylor Pohl

Client Associate
View bio
- PA
Taylor has worked in the finance industry since 2019 after graduating from Duquesne University with a B.S in Finance and a minor in Marketing. She joined the Rimmel Mehaffey Pessy Wealth Consulting Group in December 2022 as a Client Associate.

Taylor holds a Series 6, 63 and her insurance license. Previously, Taylor worked in the retail banking industry as a relationship manager, helping clients with their basic banking needs as well as retirement planning.

Outside of work, she enjoys riding her horse, spending time with her family, and frequently traveling to Florida for some much needed vacation time.
500 Grant Street
BNY Mellon Center
Pittsburgh, PA 15219

taylor.pohl@ubs.com

Taylor Pohl

500 Grant Street,Pittsburgh,PA,15219

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.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A plan to simplify your financial life

Wealth transfer across generations

Estate planning strategies

Approach your financial future with confidence

Legacy planning

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

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Wealth planning that makes a difference

Rimmel Mehaffey Pessy Wealth Consulting Group

Pursuing your goals together

James Rimmel

Daniel Pessy

John Porter

Maggie Rimmel

Anna Grassel

Christine Mulkerrin

Jenna Verbosky

Taylor Pohl