Your life. Your wealth. Your future.

Pursue what matters most

team photo

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Three generations in front yard

Trust isn’t built overnight

Our team has earned it by navigating clients and their goals through 10 different bear markets or crashes over the last 30 years. We've earned it by being leaders in our industry and in our community. You have worked hard to build your wealth, so we build multi-generational relationships to preserve are grow that hard-earned legacies. And we use our team's lending and mortgage specialists, insurance advisors, philanthropic support, as well your attorneys, and CPAs to achieve every possible outcome for your family, your business, and your passions.

  • Aaron Rottenstein Profile Photo

    Aaron Rottenstein CFP®, CIMA®

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • IL
    • IN
    • KS
    • MA
    • MD
    • MO
    • NJ
    • NM
    • NV
    • NY
    • OR
    • TN
    • TX
    • UT
    • WA

    Aaron is a Senior Vice President at UBS Financial Services, Inc. Aaron is a proven leader in financial planning, investment consulting, and wealth management services. He serves a diverse clientele of successful business owners, professionals, high net worth families, and institutions in the endowment/foundation, nonprofit, Taft-Hartley, and retirement plan space. Of the 6,500 UBS advisors in the United States, Aaron is one of approximately 120 who have been admitted into the UBS Institutional Consulting Group, empowering Aaron to work with some of UBS' most sophisticated, largest, and complex clients as a fiduciary. Deepening his commitment to institutions, Aaron has also been named an Endowment and Foundation Consultant by UBS.

    Prior to returning to Tucson and joining UBS, Aaron served as a senior aide on Capitol Hill for the Joint Economic Committee of Congress, and as a high-level advisor to key members of the Senate Banking Committee and House Financial Services Committee Including current Senate Majority Leader Charles Schumer and Chair of the House Committee on Oversight and Reform Congresswoman Carolyn B. Maloney. At the age of 24, and during the heart of the global financial crisis, Aaron was named as the Press Secretary for the JEC, making him one of the youngest ever to serve in such a high-profile role on Capitol Hill.

    Deeply passionate about community, Aaron serves as the Board Chair of Social Venture Partners Tucson, as the Vice Chair of Jewish Philanthropies for Southern Arizona, and as a supporter and investment consultant for numerous other non-profits. He is married to Stephanie Bowers, a pediatric physical therapist, and together they have two children Ezra (7) and Alice (5).

    CA Insurance License #0L44804

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2022The 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.

    • The University of Arizona, Bachelor's Degree
    • CERTIFIED FINANCIAL PLANNER™
    • Wealth Advisor
    • Certified Investment Management Analyst®
    • Institutional Consultant, UBS Institutional Consulting Program
    • Endowment & Foundation Consultant
    2840 E. Skyline Drive
    Tucson
    Tucson, AZ 85718
  • Myron Rottenstein Profile Photo

    Myron Solomon Rottenstein, CFP, CIMA

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • IL
    • IN
    • KS
    • MA
    • MD
    • MO
    • NJ
    • NM
    • NV
    • NY
    • OH
    • TN
    • TX
    • UT
    • VA
    • WA

    Of the approximately 7,000 financial advisors at UBS, Myron is one of approximately 120 who are Institutional Consultants representing the UBS Institutional Consulting Group.  He began his professional career as a graduate level Social Worker as an administrator for not-for-profit organizations. Through this diverse professional background, Myron has extensive experience working with committees and boards which has enabled him to add value and perspective in his work as an Institutional Consultant. Myron transitioned into financial services 37 years ago and has been with UBS and PaineWebber, which was acquired by UBS in 2000, for the past 32 years.

    In Myron's 37 years of financial services industry experience, he has worked with clients and their families to address their holistic investment and financial needs utilizing his skills as a Certified Financial Planner.  A Graduate of the State University of New York at New Paltz, Myron earned his Certified Investment Management Analyst Certification (CIMA) from the Wharton School of Business.  

    Outside of Myron's financial experience, he has a Masters degree in Social Work. In his private life, Myron has served on the investment committee for the University of Arizona, on the State of Arizona Cultural Data Project Task Force through the PEW Charitable Trusts, on the Finance Committee of the Tucson Jewish Community Center, as an Executive Committee member for the Southern Arizona Jewish Community Foundation, a member of the investment committee for the University of Arizona Foundation, and served on the planning committee for the 2011 International Jewish Funder's Network.  Myron, along with his wife, Anna are the parents of two, with three charming grandchildren.

    • Barron's Top 1,000 Financial Advisors, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • State University of New York at New Paltz
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Institutional Consultant, UBS Institutional Consulting Program
    2840 E. Skyline Drive
    Tucson
    Tucson, AZ 85718
  • Anne Shivers

    Anne Shivers

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • FL
    • NY
    • OH

    Over the past 34 years, the market has seen both strong growth and times of volatility.  Anne  has been at her clients' side through all of it.  As a Senior Wealth Strategy Associate, she continues her passion for connecting with people, with a daily focus on more in-depth financial planning and team administration. 

    Anne is proud to be a native Tucsonan, attended Pima Community College and received her Bachelor's Degree from the University of Washington, cum laude. She enjoys being involved in the community, most recently with Southern Arizona Adaptive Sports and The Haven. Other community involvement has been with 91.3FM KXCI Community Radio as a volunteer DJ, and Crohn's & Colitis Foundation of America.  Anne is an avid runner and hiker and is ready so see more of the world with her husband Sam and their two college-age children Grace and Samuel.

     

      • University of Washington, Bachelor's Degree
        2840 E. Skyline Drive
        Suite 200
        Tucson, AZ 85718
      • Melissa Ford

        Melissa Ford

        Client Associate

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        • AZ
        • CA
        • CO
        • FL

        Melissa joined UBS and Rottenstein Wealth Management in July of 2021. Prior to joining UBS, Melissa spent the past 20 years servicing institutional and family clients at Davis Funds in Tucson. A native of Mesa, Melissa moved to Tucson to attend the University of Arizona, where she graduated with a Bachelor’s Degree in Political Science and a minor in Art History.  Melissa is married to her musician husband Joel and is the mother of a nine-year-old son, Prescott.  When away from the office Melissa enjoys supporting live music, camping, and spending time with family.

              2840 E. Skyline Drive
              Tucson
              Tucson, AZ 85718
            Who we work with

            Who we work with

            Wealth, from your point of view

            Multigenerational wealth planning

            Multigenerational wealth planning

            Create a better future. Together.

            UBS Philanthropy

            With a 20-year track record and applying an investment-based approach, our global team makes it simpler for you and your family to manage your philanthropy and maximize your impact.

            The Philanthropy Compass is a practical guide that can help you become an impactful philanthropist by addressing the necessary building blocks and key questions of how to plan your own philanthropy, how to implement it, as well as how to engage with others.

            Impact with Investments

            Helping families and foundations make impact with the investments

            #1

            ESG/Impact Investing

            Euromoney Private Banking and Wealth Management Survey, 2015-2022

            $10 billion

            USD invested in 100% sustainable portfolios4

            4ubs.com/Impact/2/2020

            #1

            Philanthropic Advice

            Euromoney Private Banking and Wealth Management Survey, 2011-2022