Family. Wealth. For Generations.

Great Barrier Reef

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.

Three Business people

70

Collective years of experience

7

Years in business as a team

2

Advisors on the team


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.

  • Gary Roth

    Gary Roth

    Director

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • FL
    • ID
    • IN
    • NJ
    • NV
    • PA
    • TX
    • UT
    • VA
    • WA

          20 Pacifica
          Suite 1500
          Irvine, CA 92618
          gary.roth@ubs.com
          Gary Roth
          20 Pacifica,Irvine,CA,92618
        • Alex

          Alexander Roth

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • ID
          • MD
          • MO
          • NJ
          • NV
          • PA
          • TN
          • TX
          • UT
          • VA
          • WA

          Working with people from so many different walks of life is my favorite aspect of the financial services business.  Beyond the advice and the investments is an incredible opportunity to guide amazing people through many important life decisions.   The reward is in seeing the success of my relationships with our clients as well as seeing their successes.  In summary I describe part of what I do is to help make the complex simple.   I understand the difficult decisions people can face in this life and it is extremely rewarding to help people make informed choices.

          Prior to UBS my life and work experiences were based on building trust.  I pride myself in my ability to connect with people, get to know them and to fully understand what is important to them.  Being on a wealth management team with my Father as well as growing up around the business, has helped me to have a deep appreciation for the role.  It has also given me understanding of how insightful advice and guidance can play such an important role within a family framework. Learning the business from my father has not only been an enlightening learning experience,  it has also been a pleasure and I understand how fortunate I am to be in that position.

                Financial planning
                Retirement planning
                Exit planning
                Multi-generational families
                20 Pacifica
                Suite 1500
                Irvine, CA 92618
                alexander.roth@ubs.com,Gary.roth@ubs.com
                Alexander Roth
                20 Pacifica,Irvine,CA,92618

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              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.

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              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

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              UBS is a leading and truly global wealth manager

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