A plan for today, tomorrow and generations to come

Jim Reynolds, Morgan Maclellan, Karen Chapman, Annette Kamin, Ricky Park

Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy? How you manage your wealth has far-reaching effects. We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

Retired couple

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-Reynolds

    James "Jim" Reynolds

    Senior Vice President–Wealth Management

    UBS President Council Member

    • image
    • image
  • Richard-Park

    Richard Park

    Senior Vice President–Wealth Management

    • image
    • image
    • image
  • Karen-Chapman

    Karen Chapman

    Senior Wealth Strategy Associate

    • image
    • image
    • image
  • Annette-Kamin

    Annette Kamin

    Senior Client Service Associate

    • image
    • image
  • Morgan-Maclellan

    Morgan Maclellan

    Client Service Associate

    • image
    • image
    • image
  • Audra Vetzel

    Audra Vetzel

    Client Service Associate

    • image
    • image

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.

Retirement planning

Business transition and succession planning

Multigenerational families

Foundations and endowments

Investment management

Tailored lending and cash management

2021 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021


For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2021

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 5/17/2021