Global access. Strategic solutions.

Private Wealth Management

Sage Partners Team Photo

Strategic solutions for your wealth

At Sage Partners, we understand that many of life’s big decisions involve your wealth. That’s why we are dedicated to working with high net worth individuals and families to help maximize that wealth. Our decades of collective experience, combined with our access to the vast resources and insight of UBS, one of the world’s largest wealth managers, makes us ideally positioned to deliver you bespoke advice and solutions. In working with you to articulate your financial goals and passions, both short and long term, our team uses a unique process centered on what values and issues are most important to you, your family and your business. All with the goal of giving you greater confidence in your future.

Our comprehensive approach and deep understanding of the opportunities and challenges faced by individuals and families with substantial wealth means that we can deftly address any issue that may arise, no matter how complex. We adopt a “family office–like” approach, and focus on bringing integrity, passion and strategic thinking to our relationship with you. Above all, you can rest assured that we will be there to guide and support you and your family as you navigate your wealth journey—assisting with everything from day-today minutiae to life-changing decisions.

Our experienced team

Private Wealth Advisors

  • Michael Peirce Profile Photo

    Michael Peirce, CFP, CIMA

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    • image
    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • KY
    • LA
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • NM
    • NV
    • NY
    • OK
    • OR
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Mike joined UBS in 2014 and subsequently joined Sage Partners, joining a team dedicated to providing multigenerational wealth advice to a select group of affluent families, people in transition, successful business owners, corporate executives, foundation and non-profits organizations. Regardless of their source of wealth, Sage Partners leverages the global reach and resources of UBS to bring thoughtful solutions to address the financial needs of their clients and their families. Through a detailed multi-meeting process, his team provides strategies and solutions that go beyond their clients expectations.

    Prior to joining Sage Partners Mike managed all of the UBS Wealth Management offices in the Utah Market..

    Mike served as a Senior Vice President and an Executive Director prior to being promoted to Managing Director.  Mike has earned the CERTIFIED FINANCIAL PLANNER™ designation, representing a standard of excellence and a high level of competency, ethics and professionalism.  He is a Certified Investment Management Analyst® completing his coursework at The Wharton School at the University of Pennsylvania.  He is a Senior Portfolio Manager as well as one of only 50 UBS advisors in the country to hold the distinguished designation of Endowment & Foundation Consultant.

    Prior to UBS Mike spent 13 years at Morgan Stanley serving as a Senior Vice President. 

    He enjoys baseball and basketball having played the later collegiately at Utah Valley University.  He currently lives in the Salt Lake valley with his wife and their four children.

    • Barron's Top 1,200 Financial Advisors, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 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.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • Westminster College, Bachelor's Degree
    • University of Chicago Booth School of Business, Consultants University
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Endowment & Foundation Consultant
    • Senior Portfolio Manager
    95 State Street
    Suite 2210
    Salt Lake City, UT 84111
  • Allison Smoot Profile Photo

    Allison Smoot CFP, CIMA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    • image
    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • KY
    • LA
    • MA
    • MI
    • MN
    • MO
    • MT
    • NM
    • NV
    • NY
    • OK
    • OR
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Focused on building lasting relationships
    After decades of experience in financial services, Allison joined UBS Private Wealth Management to form Sage Partners in 2012. Since then, Allison has been able to help many clients navigate the complexities of their wealth with excellence and empathy. Through depth and experience, she helps clients determine their goals for family, charity and legacy.

    With over 35 years of experience as a financial advisor, Allison particularly enjoys working with clients who are undergoing major life transitions such as retirement and divorce. Notably, she helps women improve their understanding of their wealth and arms them with knowledge and the tools to face their financial future with confidence.

    The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures


    Experience
    – Allison started her financial industry career at Dean Witter in 1986.
    – Prior to joining UBS, Allison was a Senior Vice President at Morgan Stanley/Smith Barney for 18 years.

    Life
    – Allison is a member of the Salt Lake Estate Planning Council 
    – She is an investment committee member of the Columbus Community Center, which supports the growth, development and independence of persons with disabilities.
    – Allison is also a board member of Free a Girl USA. Free a Girl fights to end sexual exploitation of children.
    – Outside of the office, Allison prioritizes time with her daughters, with whom she enjoys a weekly girls’ night out. She also loves traveling, fly fishing and plays golf and pickleball.

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2021, 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.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • Private Wealth Advisor
      • Certified Divorce Financial Analyst
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      95 State Street
      Suite 2210
      Salt Lake City, UT 84111
    • Susan Hanney

      Susan Hanney

      Senior Wealth Strategy Associate

      • image
      • image
      • image

        Suzy brings a deep knowledge base in marketing, the financial industries, real estate and media to her Relationship Manager role within the UBS Private Wealth team, Sage Partners. Working closely with clients, problem solving, recommending areas of investment opportunity, she draws on her extensive experience at Smith Barney where, as a Financial Consultant, she earned multiple brokerage licenses, built a book of high-net-worth client relationships, and earned multiple industry awards and recognition. She was promoted to Assistant Branch Manager and Annuity Coordinator, a role in which she managed a team of advisors and staff.

        In addition, Suzy has spent the last decade advising high net worth clients in Park City, UT purchasing and selling primary and vacation homes as well as establishing their personal  investment properties. Earlier in her career she worked in radio as the Director of Underwriting for an NPR station and in print media for luxury publications as Publisher. With each position, one principle has guided Suzy’s approach to her work: “Clients always come first.”

        A Wisconsin native, Suzy has called Utah home since graduating from college. It was one of the best decisions she’s ever made.

        Life
        – In her spare time, Suzy enjoys spending time with her husband Kelly, their son and rescue pup.
        – She also stays active with Nordic skiing, hiking, cooking, traveling and volunteering for organizations associated with youth sports, the outdoors and underprivileged youth.

          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

              95 State Street
              Suite 2210
              Salt Lake City, UT 84111
            • Danielle Bellon photo

              Danielle Bellon

              Authorized Officer

              Senior Wealth Strategy Associate

              • image
              • image
              • image
              • image
              • AR
              • AZ
              • CA
              • CO
              • DC
              • FL
              • GA
              • ID
              • LA
              • MA
              • MI
              • MN
              • MO
              • MT
              • NC
              • NM
              • NV
              • NY
              • OR
              • TX
              • UT
              • VT
              • WA
              • WI
              • WY

              After 13 years at Morgan Stanley, Danielle joined UBS in 2014. She brings her years of financial services experience to her role within Sage Partners, helping ensure each of the team’s relationships receive the highest level of attention and service. Danielle is particularly focused in managed account trading and various retirement platforms.

              Past Experience:
              – Morgan Stanley, Regional Manager of the Service Review Unit
              – Morgan Stanley, Stock Plan Services
              – Morgan Stanley, IPO desk

              Life
              – Outside the office, she enjoys supporting her local Utah Utes at football and basketball games, and loves running, hot yoga and weekend barbecues.

                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                • University of Utah Eccles School of Business, Business Administration
                  95 State Street
                  Suite 2210
                  Salt Lake City, UT 84111
                • Annmarie Becci Profile Photo

                  Annmarie Becci

                  Authorized Officer

                  Senior Wealth Strategy Associate

                  • image
                  • image
                  • image
                  • AK
                  • AZ
                  • CA
                  • CO
                  • DC
                  • FL
                  • ID
                  • LA
                  • MA
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NM
                  • NV
                  • NY
                  • OR
                  • TX
                  • UT
                  • VT
                  • WA
                  • WI
                  • WY

                  Annmarie has over 35 years of financial industry experience, starting with a decade at the American Stock Exchange, followed by over 20 years at Morgan Stanley Smith Barney. As a valued member of the Sage Partners team, she brings her knowledge of systems and processing abilities as well as her high level of responsiveness to the team’s roster of clients.

                  Past Experience:
                  – Morgan Stanley Smith Barney, Wire Operator
                  – Morgan Stanley Smith Barney, Senior Registered Sales Assistant
                  – American Stock Exchange, Manager of Membership Admissions Department


                  Life
                  – Annmarie and her husband Ken enjoy camping, fishing and spending as much time as possible with their children and grandson.
                  – Annmarie is active in her community and arranges monthly and annual service projects for UBS’s Salt Lake City office.

                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                    • Seton Hall University, Marketing
                      95 State Street
                      Suite 2210
                      Salt Lake City, UT 84111
                    • Cassidy Kendzior

                      Cassidy Kendzior

                      Client Associate

                      • image
                      • image
                      • image
                      • image
                      • AR
                      • AZ
                      • CA
                      • CO
                      • DC
                      • FL
                      • GA
                      • ID
                      • LA
                      • MA
                      • MI
                      • MN
                      • MO
                      • MT
                      • NC
                      • NM
                      • NV
                      • NY
                      • OR
                      • TX
                      • UT
                      • VT
                      • WA
                      • WI
                      • WY

                      Cassidy assists the rest of the team by providing highly responsive client service that is tailored to individual needs. Cassidy is particularly skilled in due diligence, asset allocation, portfolio construction and security selection. She strives to build strong relationships with clients through communication and attention to detail.

                      Life
                      – Cassidy lives in Sandy with her fiancé, Jesse, and two rescue dogs. During their free time, they enjoy camping, boating, snowmobiling and playing softball.
                      – Outside of the office, she volunteers at Operation Pay It Forward, which serves veterans.
                      – She is also active at the Columbus Community Center, which serves adults with disabilities.

                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                            95 State Street
                            Suite 2210
                            Salt Lake City, UT 84111

                          Strategic Partners

                          • Brandon

                            Brandon Pearson, CFP

                            Senior Vice President–Wealth Management

                            Financial Advisor

                            • image
                            • image
                            • image
                            • image
                            • AK
                            • AL
                            • AZ
                            • CA
                            • CO
                            • CT
                            • DC
                            • FL
                            • GA
                            • ID
                            • IL
                            • KY
                            • LA
                            • MA
                            • MI
                            • MN
                            • MO
                            • MT
                            • NC
                            • NM
                            • NV
                            • NY
                            • OK
                            • OR
                            • SC
                            • TN
                            • TX
                            • UT
                            • VA
                            • VT
                            • WA
                            • WI
                            • WY

                            Instilling financial confidence
                            Brandon brings more than 16 years of experience working closing with clients to address their financial and retirement planning needs. With a desire to help clients gain financial confidence, he is adept at creating an environment where they feel comfortable asking questions and where they can feel they have been heard. His integrity and transparency help him create relationships based on trust and open communication. With this foundation, he helps clients develop and implement comprehensive financial plans to guide their decisions as they move toward their goals.

                            With a background in finance and management, it was important to Brandon to find a career that allowed him to help people solve challenges and improve their financial lives. He takes the time needed to listen to clients and what they want to accomplish. The tailored strategies and plans he develops are flexible, and he helps ensure that they stay aligned as each client’s life
                            circumstances and goals change over time.

                            Past Experience
                            – Financial Advisor, Smith Barney
                            – Strategic partner, Sage Partners, UBS Financial Services Inc., 2012 to present

                            Life
                            – Brandon is active in his community and served as a board trustee of Salt Lake’s Legal Aid Society from 2013 to 2016.
                            – An avid golfer, he also enjoys spending time outdoors backpacking.
                            – He enjoys time with his wife Christie and their six children, watching them play sports and other extra-curricular activities.

                            • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                95 State Street
                                Suite 2210
                                Salt Lake City, UT 84111

                              Wealth, from your point of view

                              Change your community. Change the world.

                              Change your community. Change the world.

                              Executive decisions

                              Executive decisions

                              Legacy—Wealth for others

                              For needs that go beyond your own—to help you improve the lives of others

                              What will your legacy be?
                              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                              Learn more at ubs.com/wealthway.

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager

                              Insights