Experience

Makes all the difference

We at the Roth Wealth Management Group focus on delivering a high touch engagement to the families we serve.  We are a father and son team and it is the foundation of our practice to build a relationship beyond investments with those we work with.  We strive to proactively engage with our clients and to  understand their reactions to different life scenarios in order to work with their changing needs over time.  It is of the utmost importance to us to create collaborative working relationships with our clients as this helps us to appreciate what is important to you and to fully understand your value system around your wealth.   This permits us to the provide insightful advice and guidance to you in a timely manner, assist you in your decision making around your wealth, and helping you to fulfill your financial goals and solidify your legacy.   

With the world class resources and solutions of UBS we provide custom tailored advice, investments and planning solutions to help guide you through your most important decisions.  We pride ourselves in the relationships we have built with our clients; their achievements are ours.

Gary Roth

Director

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IN
  • NJ
  • NV
  • PA
  • UT
  • VA
  • WA
3390 University Avenue
2nd Floor
Riverside, CA 92501

Email Me

Alexander Roth

Financial Advisor

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IN
  • NJ
  • NV
  • PA
  • TX
  • UT
  • VA
  • WA
3390 University Avenue
2nd Floor
Riverside, CA 92501

Email Me