$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Pursue what matters most
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.
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.
Dave is a Managing Director and founder of the Saltzman Wealth Management Group. Dave is a CFP®, CRPC, and attended the Wharton School of Business to complete his designation as a Certified Investment Management Analyst (CIMA®). With over 30 years of experience, Dave's goal is to develop long-term relationships with our clients, and to structure a financial plan tailored to help meet their objectives. Dave is the father of two daughters, Nicole and Samantha. In his free time, he enjoys golf, billiards, basketball, and most of all, spending time with his family. His California license is 0C49425.
Chris is a native of Atlanta, and a Senior Wealth Strategy Associate with the Saltzman Wealth Management Group. Chris has nearly 20 years of experience, and his goal is to help guide clients through their most important financial decisions. Chris has obtained his Series 7, 66, 31 (managed futures), and is a Chartered Retirement Planning Counselor. Chris has been married to his wife, Dawn, since 1997. He is the father of two daughters, Alyssa and Jenna, and one son, Kyle. In his free time, he enjoys bowling, golf, softball, fishing, and spending time with his family..
Lee has over fifteen years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™, Lee utilizes comprehensive financial planning to help individuals and families realize their goals, while aiming to protect against any "blind spots" they may not see coming. His ability to maintain long-term relationships is a result of constant communication and trust. Lee graduated from the Goizueta Business School at Emory University with degrees in Finance and Organization & Management. An avid tennis player, Lee was a captain of Emory's national championship tennis team, and is also a AA1 ALTA City Champion. Lee and his wife Christine have two boys, and just welcomed a girl, in November of 2024. His California insurance license is 0F30916.
John has been a Financial Advisor for 35 years. John earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006, and was the manager of the Merrill Lynch office in Jupiter Florida prior to moving over to the UBS office to become the Branch Office Manager. John earned his Bachelor's Degree in Economics from the University of Florida in 1981. He is a Florida native and a former Professional Rodeo Cowboy. John served on the board of Carpenter's Way Ranch, a home for abused and abandoned boys for 14 years. He lives in Alpharetta with his wife of 41 years. John and Shea have 3 married sons and 6 grandchildren.
Monica is a client service associate (CSA) with Saltzman Wealth Management Group. She has over 30 years experience in the financial industry and her goal is to make sure that all of our clients' needs are taken care of efficiently and effectively. Monica is married to her husband Phil and they have 2 daughters. In her spare time Monica enjoys photography, scrapbooking and spending time with her family.
Maddy is a Client Service Associate (CSA) with The Saltzman Wealth Management Group. She graduated from Brenau University in 2014 and has four years of financial experience. Her top priority is to ensure all of our clients' needs are handled efficiently and effectively. Maddy is a Georgia native and she lives in Ball Ground with her husband, Brian, and their three Beagles. In her spare time she enjoys bowling, golf, and fine arts.
Dave is a Managing Director and founder of the Saltzman Wealth Management Group. Dave is a CFP®, CRPC, and attended the Wharton School of Business to complete his designation as a Certified Investment Management Analyst (CIMA®). With over 30 years of experience, Dave's goal is to develop long-term relationships with our clients, and to structure a financial plan tailored to help meet their objectives. Dave is the father of two daughters, Nicole and Samantha. In his free time, he enjoys golf, billiards, basketball, and most of all, spending time with his family. His California license is 0C49425.
Chris is a native of Atlanta, and a Senior Wealth Strategy Associate with the Saltzman Wealth Management Group. Chris has nearly 20 years of experience, and his goal is to help guide clients through their most important financial decisions. Chris has obtained his Series 7, 66, 31 (managed futures), and is a Chartered Retirement Planning Counselor. Chris has been married to his wife, Dawn, since 1997. He is the father of two daughters, Alyssa and Jenna, and one son, Kyle. In his free time, he enjoys bowling, golf, softball, fishing, and spending time with his family..
Lee has over fifteen years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™, Lee utilizes comprehensive financial planning to help individuals and families realize their goals, while aiming to protect against any "blind spots" they may not see coming. His ability to maintain long-term relationships is a result of constant communication and trust. Lee graduated from the Goizueta Business School at Emory University with degrees in Finance and Organization & Management. An avid tennis player, Lee was a captain of Emory's national championship tennis team, and is also a AA1 ALTA City Champion. Lee and his wife Christine have two boys, and just welcomed a girl, in November of 2024. His California insurance license is 0F30916.
John has been a Financial Advisor for 35 years. John earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006, and was the manager of the Merrill Lynch office in Jupiter Florida prior to moving over to the UBS office to become the Branch Office Manager. John earned his Bachelor's Degree in Economics from the University of Florida in 1981. He is a Florida native and a former Professional Rodeo Cowboy. John served on the board of Carpenter's Way Ranch, a home for abused and abandoned boys for 14 years. He lives in Alpharetta with his wife of 41 years. John and Shea have 3 married sons and 6 grandchildren.
Monica is a client service associate (CSA) with Saltzman Wealth Management Group. She has over 30 years experience in the financial industry and her goal is to make sure that all of our clients' needs are taken care of efficiently and effectively. Monica is married to her husband Phil and they have 2 daughters. In her spare time Monica enjoys photography, scrapbooking and spending time with her family.
Maddy is a Client Service Associate (CSA) with The Saltzman Wealth Management Group. She graduated from Brenau University in 2014 and has four years of financial experience. Her top priority is to ensure all of our clients' needs are handled efficiently and effectively. Maddy is a Georgia native and she lives in Ball Ground with her husband, Brian, and their three Beagles. In her spare time she enjoys bowling, golf, and fine arts.
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.
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.
Watch the replay of our November House View live conversation, featuring insights from Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead; Jay Dobson, Energy and Utilities Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist.
07 November 2024
But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.
Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. It's about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow's.
Enabling the transfer of all you hold valuable
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?
Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager