Global Access. Boutique Solutions.

Private Wealth Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Women-multigen family

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.

  • Sara McCue

    Sara McCue

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MI
    • MN
    • MO
    • MT
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Sara graduated magna cum laude with a degree in Finance from Boston University's School of Management. She is a Chartered Financial Analyst® Charterholder and has dedicated years to passing all three levels of the CFA® exams and gaining important industry experience. She has a passion for investing, educating her clients around the complexities of finance, and making an impact on the lives of her clients and their families.

    Sara began her career in investments in 2002 as a bond analyst for Babson Capital, managing funds for institutional and ultra high net worth clientele. She later worked with a private equity team servicing limited partners at State Street Bank. In 2006, Sara transitioned to Wealth Management when she joined Morgan Stanley. She has experience and knowledge with business owner clients and is able to cultivate relationships to develop the best team for each step of a successful transition. Sara is collaborative and always seeks to maximize the position of her clients by working with others and is always educating herself to offer the very best solutions for her clients.

    Past experience
    – Analyst, Babson Capital
    – Financial Advisor, Morgan Stanley
    – Vice President, Merrill Lynch


    Education and credentials
    – Bachelor's Degree in Finance - Boston University
    – Series 7, 66 Securities Licenses
    – Chartered Financial Analyst® Charterholder

        • Chartered Financial Analyst®
        10801 W Charleston Boulevard
        Suite 400
        Las Vegas, NV 89135

      Defining your priorities. Pursuing what matters.

      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

      Focus on liquidity management

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      Tree

      UBS and Credit Suisse—stronger than ever

      Backed by the strength of UBS

      A global leader in wealth management

      $5+ trillion

      In invested assets globally 
      As of 11/07/2023

      #1

      For Ultra-High Net Worth clients

      Euromoney Private Banking and Wealth Management Survey, 2016-2020

      Best

      Global private bank services, 2016-2022
      Euromoney Private Banking and Wealth Management Survey, 2022

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