Financial planning and beyond

Three people in office

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.

Windmill

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.

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    Susan Sams

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DC
    • FL
    • MA
    • MI
    • NC
    • SC
    • VA
    • WI
    • WV

          380 Knollwood Street
          Suite 250
          Winston-Salem, NC 27103
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          James Abernethy

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • DC
          • FL
          • MA
          • MI
          • NC
          • SC
          • VA
          • WI
          • WV

                380 Knollwood Street
                Suite 250
                Winston-Salem, NC 27103
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                Patricia "Patty" Blair, CFP

                Senior Wealth Strategy Associate

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                • CA
                • CO
                • DC
                • DE
                • FL
                • GA
                • IL
                • KS
                • MA
                • NC
                • OK
                • SC
                • TN
                • VA
                • WV

                      717 GreenValley Road
                      Greensboro, NC 27408

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    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