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.

  • image

    Susan Sams

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • CA
    • FL
    • MA
    • MI
    • NC
    • SC
    • VA
    • WI
    • WV

          380 Knollwood Street
          Suite 250
          Winston-Salem, NC 27103
        • image

          James Abernethy

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • CA
          • FL
          • MI
          • NC
          • SC
          • VA
          • WI
          • WV

                380 Knollwood Street
                Suite 250
                Winston-Salem, NC 27103
              • image

                Patricia "Patty" Blair, CFP

                Senior Wealth Strategy Associate

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

                      717 GreenValley Road
                      Greensboro, NC 27408

                    Why does A.I. in space matter?

                    ElectionWatch: The race, world, and investments

                    Tree

                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

                    Insights