Our experience. Your opportunity

Private Wealth Management

Whether it’s helping you pursue a new business venture, or manage a substantial liquidity event, investment portfolio or concentrated equity position, The Savinar Group serves as your bridge, connecting global insights to our clients from the Pacific to the Rockies.

Our decades of experience serving dynamic entrepreneurs, executives and their families have earned us distinguished membership within the UBS Private Wealth Management division. As one of a select group of Private Wealth teams among the largest in the state of Oregon, we advise our firm’s most successful clients and deliver well-informed solutions to even the most complex planning and investing challenges.

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The Savinar Group

As fiduciaries, we are always focused on your best interests. Working with diverse clients with specific needs, our team responsibly delivers objective advice based on our understanding of your unique and often complex financial life.

Private Wealth Advisors

Thomas Savinar

Senior Vice President–Wealth Management

Private Wealth Advisor
Thomas Savinar

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

805 South West Broadway
Suite 2600
Portland, OR 97205

503-226-1845
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MD
- MI
- MT
- NC
- NM
- NV
- NY
- OR
- TN
- TX
- WA
- WY
A wealth of experience
Tom’s extensive 35-year career has encompassed international banking in French-speaking Europe, currency trading in New York City, and investment banking and portfolio management in the Pacific Northwest. His dedication to guiding clients and their portfolios through numerous market cycles over the years has strengthened Tom's belief that building friendships and relationships is key to understanding and serving his clients.

The personal approach
Tom joined UBS in 2006. As Senior Portfolio Manager, his focus is on developing and managing investment portfolios tailored to each client's personal objectives and risk tolerances. His team embraces active management and portfolios comprised largely of carefully chosen individual stocks. "We like to know what we own," summarizes his investment philosophy, as our clients know exactly where we have invested for them, and why.

Tom and his multigenerational team understand life stages that each client typically passes through, and how they shape that client's needs and concerns over time.

Giving back
Tom serves as Executive Board Member and past President of the Board of the Court Appointed Special Advocates (CASA) of Oregon, whose mission is to serve as a voice/advocate for foster children. His wife is an active CASA volunteer as well.

Outside UBS
Tom believes that relationships with family and friends reflect what's important in life. He and his wife, Anna Maria, have four adult children—one of which is a member of The Savinar Group—and two grandsons. Tom loves spending time with his family, and black lab, Oliver at their house at Cannon Beach. Tom enjoys traveling and running marathons—at last count, ten around the world.

At a glance
- Expertise in community and investment banking
- Series 7, 24 and 63 securities licenses
- M.A. International Affairs/Business, American University
- B.A. Political Science and French, Middlebury College
- Speaks fluent French
- Based in Portland, Oregon
- Forbes Best-in-State Wealth Advisors, 2022, 2023The 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 compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
Banking

Cash management

Securities-backed lending

Exit planning

Investing

Custom portfolios

Asset allocation

Business owners

805 South West Broadway
Suite 2600
Portland, OR 97205
John C. Harrison, CFP®

Client Associate Senior
John C. Harrison, CFP®

Client Associate Senior

UBS Financial Services Inc.

Private Wealth Management

805 South West Broadway
Suite 2600
Portland, OR 97205

503-226-1882
View bio
- AZ
- CA
- CO
- DE
- FL
- ID
- MA
- MD
- MT
- OR
- TX
- WA
John joined UBS in 2015 bringing industry experience and his CFP designation. John is personable, professional and committed to our mission of extraordinary support.

John is a longtime fan of most things automotive, including past participation with track days at Portland International Raceway. John also enjoys golf and watching movies and films. Having grown up in Portland, John attended Jesuit High School and University of Oregon. John and his wife Lucia live in SW Portland with their 10 year old son Holden, dog Kenzo, and crazy cat Kabuki.
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
805 South West Broadway
Suite 2600
Portland, OR 97205

Strategic Partners

Alexander Savinar, CFP, CEPA, Strategic Partner

Account Vice President

Financial Advisor
Alexander Savinar, CFP, CEPA, Strategic Partner

Account Vice President
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

370 17th Street
Suite 4100
Denver, CO 80202

303-820-5045
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MD
- MI
- MT
- NC
- NM
- NV
- NY
- OR
- TN
- TX
- WA
- WY
Building long-term relationships
For Alex, nothing is more rewarding than being the first person a client calls when contemplating a major life decision. He is dedicated to building long-term relationships with clients who range from emerging professionals to well-established executives. His goal is to act as his clients’ “personal CFO,” a title that best describes the vital role he plays on their advisory team. His clients understand the importance of partnering with a well-rounded advisor to build and secure their financial future.

Finding the right balance
Alex has always loved family and building relationships, so he was naturally drawn to a multigenerational business in which he could work with his family and where helping others is essential. After seven years in the Colorado oil and gas industry, where he gained a deep understanding of the unique needs of energy industry professionals, Alex joined UBS in 2015.

Alex believes that every relationship starts with a comprehensive financial plan. Whether the outcome is building assets, deriving income during retirement or preserving and passing a legacy to the next generation, he focuses on designing an individualized plan, striking that right balance of risk and return that brings peace of mind to clients.

Giving back
Alex is based in Colorado and is active in his community. He sits on the board of the Denver Court Appointed Special Advocates (CASA), whose mission is to serve as a voice/advocate for foster children. He is also on the board of the Denver chapter of the University of Colorado Alumni Association, where he works to promote the university and raise money to provide children with scholarships.

Outside UBS
Alex and his wife, Nicole—an elementary school teacher –have two young sons, Owen and Leo, and an equally rambunctious black lab, Chauncey. The family enjoys traveling, skiing, camping, and just being outdoors. Both avid sports fans, Alex and "Nic" met at the University of Colorado and still attend every home football game.

At a glance:
- Financial planning and business development
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- Series 7 and 66 securities licenses; life/ health insurance license, and long-term care insurance
- Completion of International Business program at IPAG University in Nice, France
- B.A., French, University of Colorado.
- Fluent in French
- Based in Denver, Colorado
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
Lending services

Securities-backed lending

Financial planning

Education planning

Long-term care planning

Retirement planning

401(k) plan services

Business owners

370 17th Street
Suite 4100
Denver, CO 80202
Kenneth Tang, CFP, Strategic Partner

Financial Advisor Associate
Kenneth Tang, CFP, Strategic Partner

Financial Advisor Associate

UBS Financial Services Inc.

Private Wealth Management

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

415-954-6825
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MD
- MT
- NC
- NM
- NV
- NY
- OR
- TN
- TX
- WA
- WY
Diverse experience
After graduating from Santa Clara University, Ken began his career in public accounting at Grant Thornton LLP where he earned his Certified Public Accountant (CPA) license. He went on to join private industry, gaining experience in the tech sector doing Corporate Financial Planning and Analysis. After years in corporate finance, Ken joined UBS to take on the challenge of helping families define and achieve their vision through comprehensive financial planning. His planning experience accelerated over the next few years as a Wealth Planning Analyst for top UBS advisors in the San Francisco Bay Area market, while earning his Certified Financial Planner™ designation.

A passion for personal client service
Ken is passionate about delivering personal service and aims to bring clarity to the complexities of clients’ financial lives. This approach is centered around getting to know clients’ stories and developing tailored strategies unique to them. Through this customized approach, Ken is able to deliver to clients the most effective wealth management strategies to meet their needs and aspirations.

Giving back
Ken is active in his community where he sits on the board of the San Francisco Court Appointed Special Advocates (CASA), whose mission is to serve as a voice and advocate for foster children.

Outside UBS
As a Montana native, Ken loves adventures in the great outdoors. He also enjoys traveling, eating and cooking new foods, golfing and reading. Ken and his lovely wife, Diana, live in San Francisco and enjoy all the Bay Area has to offer.

At a glance:
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™
- Series 7 and 66 securities licenses; life/ health insurance license, and long-term care insurance
- Completion of International Business program at Institute for Shipboard Education | Semester at Sea
- B.S., Accounting, Santa Clara University
- Fluent in Cantonese Chinese
- Based in San Francisco, CA
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
Financial planning

Retirement planning

Estate planning strategies

Investing

Alternative investments

Sustainable investing

Multi-generational families

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
Timothy Galvin

Wealth Strategy Associate
Timothy Galvin

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

541-617-7023
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MD
- MT
- NM
- OR
- TN
- TX
- WA
Clarity and confidence
Tim knows that as clients pursue their busy routines, they welcome someone who can bring order and direction in their financial lives. He is passionate about working with them to create a customized financial management strategy that allows them to have clarity and confidence in their professional, family and retirement goals.

A wealth of insight
Tim joined UBS in 2011. His unique perspective has been shaped by more than 25 years of public policy experience in Washington, D.C., as a senior congressional aide for both the U.S. House of Representatives and the U.S. Senate, including the Senate Committee on the Budget, and as the head of a federal agency (USDA's Foreign Agricultural Service). He has also worked extensively on issues involving the federal budget, tax policy, agriculture, conservation, and trade, and has served as the Public Member on the Oregon Wheat Commission. Tim’s experience has given him a wealth of insight into the economic and budget forces that shape the financial outlook for his clients and their families.

Outside UBS
As a resident of Bend, Oregon, Tim is a committed conservationist and member of Trout Unlimited, The Nature Conservancy, the Deschutes River Conservancy, and the Deschutes Land Trust. He and his wife, Karen Berky, have two grown children, Foley and Conor. He enjoys fly-fishing, kayaking, upland bird hunting (with his Welsh Springer Spaniel, Lily), tennis, bridge, and travel.

At a glance:
- Financial planning/investment portfolios for individuals
- Series 7 and 66 securities licenses; life/health insurance license, and long-term care insurance
- M.S., Accounting, School of Business, Georgetown University
- B.A., Public Affairs (Economics), School of Public and International Affairs, George Washington University
Based in Bend, Oregon
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
Financial planning

Long-term care planning

Retirement planning

Multi-generational families

Investing

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

Private Wealth Advisors

Thomas Savinar

Senior Vice President–Wealth Management

Private Wealth Advisor
Thomas Savinar

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

805 South West Broadway
Suite 2600
Portland, OR 97205

503-226-1845
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MD
- MI
- MT
- NC
- NM
- NV
- NY
- OR
- TN
- TX
- WA
- WY
A wealth of experience
Tom’s extensive 35-year career has encompassed international banking in French-speaking Europe, currency trading in New York City, and investment banking and portfolio management in the Pacific Northwest. His dedication to guiding clients and their portfolios through numerous market cycles over the years has strengthened Tom's belief that building friendships and relationships is key to understanding and serving his clients.

The personal approach
Tom joined UBS in 2006. As Senior Portfolio Manager, his focus is on developing and managing investment portfolios tailored to each client's personal objectives and risk tolerances. His team embraces active management and portfolios comprised largely of carefully chosen individual stocks. "We like to know what we own," summarizes his investment philosophy, as our clients know exactly where we have invested for them, and why.

Tom and his multigenerational team understand life stages that each client typically passes through, and how they shape that client's needs and concerns over time.

Giving back
Tom serves as Executive Board Member and past President of the Board of the Court Appointed Special Advocates (CASA) of Oregon, whose mission is to serve as a voice/advocate for foster children. His wife is an active CASA volunteer as well.

Outside UBS
Tom believes that relationships with family and friends reflect what's important in life. He and his wife, Anna Maria, have four adult children—one of which is a member of The Savinar Group—and two grandsons. Tom loves spending time with his family, and black lab, Oliver at their house at Cannon Beach. Tom enjoys traveling and running marathons—at last count, ten around the world.

At a glance
- Expertise in community and investment banking
- Series 7, 24 and 63 securities licenses
- M.A. International Affairs/Business, American University
- B.A. Political Science and French, Middlebury College
- Speaks fluent French
- Based in Portland, Oregon
- Forbes Best-in-State Wealth Advisors, 2022, 2023The 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 compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
Banking

Cash management

Securities-backed lending

Exit planning

Investing

Custom portfolios

Asset allocation

Business owners

805 South West Broadway
Suite 2600
Portland, OR 97205
John C. Harrison, CFP®

Client Associate Senior
John C. Harrison, CFP®

Client Associate Senior

UBS Financial Services Inc.

Private Wealth Management

805 South West Broadway
Suite 2600
Portland, OR 97205

503-226-1882
View bio
- AZ
- CA
- CO
- DE
- FL
- ID
- MA
- MD
- MT
- OR
- TX
- WA
John joined UBS in 2015 bringing industry experience and his CFP designation. John is personable, professional and committed to our mission of extraordinary support.

John is a longtime fan of most things automotive, including past participation with track days at Portland International Raceway. John also enjoys golf and watching movies and films. Having grown up in Portland, John attended Jesuit High School and University of Oregon. John and his wife Lucia live in SW Portland with their 10 year old son Holden, dog Kenzo, and crazy cat Kabuki.
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
805 South West Broadway
Suite 2600
Portland, OR 97205

Strategic Partners

Alexander Savinar, CFP, CEPA, Strategic Partner

Account Vice President

Financial Advisor
Alexander Savinar, CFP, CEPA, Strategic Partner

Account Vice President
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

370 17th Street
Suite 4100
Denver, CO 80202

303-820-5045
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MD
- MI
- MT
- NC
- NM
- NV
- NY
- OR
- TN
- TX
- WA
- WY
Building long-term relationships
For Alex, nothing is more rewarding than being the first person a client calls when contemplating a major life decision. He is dedicated to building long-term relationships with clients who range from emerging professionals to well-established executives. His goal is to act as his clients’ “personal CFO,” a title that best describes the vital role he plays on their advisory team. His clients understand the importance of partnering with a well-rounded advisor to build and secure their financial future.

Finding the right balance
Alex has always loved family and building relationships, so he was naturally drawn to a multigenerational business in which he could work with his family and where helping others is essential. After seven years in the Colorado oil and gas industry, where he gained a deep understanding of the unique needs of energy industry professionals, Alex joined UBS in 2015.

Alex believes that every relationship starts with a comprehensive financial plan. Whether the outcome is building assets, deriving income during retirement or preserving and passing a legacy to the next generation, he focuses on designing an individualized plan, striking that right balance of risk and return that brings peace of mind to clients.

Giving back
Alex is based in Colorado and is active in his community. He sits on the board of the Denver Court Appointed Special Advocates (CASA), whose mission is to serve as a voice/advocate for foster children. He is also on the board of the Denver chapter of the University of Colorado Alumni Association, where he works to promote the university and raise money to provide children with scholarships.

Outside UBS
Alex and his wife, Nicole—an elementary school teacher –have two young sons, Owen and Leo, and an equally rambunctious black lab, Chauncey. The family enjoys traveling, skiing, camping, and just being outdoors. Both avid sports fans, Alex and "Nic" met at the University of Colorado and still attend every home football game.

At a glance:
- Financial planning and business development
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- Series 7 and 66 securities licenses; life/ health insurance license, and long-term care insurance
- Completion of International Business program at IPAG University in Nice, France
- B.A., French, University of Colorado.
- Fluent in French
- Based in Denver, Colorado
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
Lending services

Securities-backed lending

Financial planning

Education planning

Long-term care planning

Retirement planning

401(k) plan services

Business owners

370 17th Street
Suite 4100
Denver, CO 80202
Kenneth Tang, CFP, Strategic Partner

Financial Advisor Associate
Kenneth Tang, CFP, Strategic Partner

Financial Advisor Associate

UBS Financial Services Inc.

Private Wealth Management

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

415-954-6825
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MD
- MT
- NC
- NM
- NV
- NY
- OR
- TN
- TX
- WA
- WY
Diverse experience
After graduating from Santa Clara University, Ken began his career in public accounting at Grant Thornton LLP where he earned his Certified Public Accountant (CPA) license. He went on to join private industry, gaining experience in the tech sector doing Corporate Financial Planning and Analysis. After years in corporate finance, Ken joined UBS to take on the challenge of helping families define and achieve their vision through comprehensive financial planning. His planning experience accelerated over the next few years as a Wealth Planning Analyst for top UBS advisors in the San Francisco Bay Area market, while earning his Certified Financial Planner™ designation.

A passion for personal client service
Ken is passionate about delivering personal service and aims to bring clarity to the complexities of clients’ financial lives. This approach is centered around getting to know clients’ stories and developing tailored strategies unique to them. Through this customized approach, Ken is able to deliver to clients the most effective wealth management strategies to meet their needs and aspirations.

Giving back
Ken is active in his community where he sits on the board of the San Francisco Court Appointed Special Advocates (CASA), whose mission is to serve as a voice and advocate for foster children.

Outside UBS
As a Montana native, Ken loves adventures in the great outdoors. He also enjoys traveling, eating and cooking new foods, golfing and reading. Ken and his lovely wife, Diana, live in San Francisco and enjoy all the Bay Area has to offer.

At a glance:
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™
- Series 7 and 66 securities licenses; life/ health insurance license, and long-term care insurance
- Completion of International Business program at Institute for Shipboard Education | Semester at Sea
- B.S., Accounting, Santa Clara University
- Fluent in Cantonese Chinese
- Based in San Francisco, CA
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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
Financial planning

Retirement planning

Estate planning strategies

Investing

Alternative investments

Sustainable investing

Multi-generational families

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
Timothy Galvin

Wealth Strategy Associate
Timothy Galvin

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

541-617-7023
View bio
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- MA
- MD
- MT
- NM
- OR
- TN
- TX
- WA
Clarity and confidence
Tim knows that as clients pursue their busy routines, they welcome someone who can bring order and direction in their financial lives. He is passionate about working with them to create a customized financial management strategy that allows them to have clarity and confidence in their professional, family and retirement goals.

A wealth of insight
Tim joined UBS in 2011. His unique perspective has been shaped by more than 25 years of public policy experience in Washington, D.C., as a senior congressional aide for both the U.S. House of Representatives and the U.S. Senate, including the Senate Committee on the Budget, and as the head of a federal agency (USDA's Foreign Agricultural Service). He has also worked extensively on issues involving the federal budget, tax policy, agriculture, conservation, and trade, and has served as the Public Member on the Oregon Wheat Commission. Tim’s experience has given him a wealth of insight into the economic and budget forces that shape the financial outlook for his clients and their families.

Outside UBS
As a resident of Bend, Oregon, Tim is a committed conservationist and member of Trout Unlimited, The Nature Conservancy, the Deschutes River Conservancy, and the Deschutes Land Trust. He and his wife, Karen Berky, have two grown children, Foley and Conor. He enjoys fly-fishing, kayaking, upland bird hunting (with his Welsh Springer Spaniel, Lily), tennis, bridge, and travel.

At a glance:
- Financial planning/investment portfolios for individuals
- Series 7 and 66 securities licenses; life/health insurance license, and long-term care insurance
- M.S., Accounting, School of Business, Georgetown University
- B.A., Public Affairs (Economics), School of Public and International Affairs, George Washington University
Based in Bend, Oregon
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
Financial planning

Long-term care planning

Retirement planning

Multi-generational families

Investing

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

Entrepreneurs and business owners

Multigenerational families

Corporate executives and professionals

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in PWM

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Best

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

Global leader

UBS is a world-leading wealth manager

Our experience. Your opportunity

Private Wealth Management

The Savinar Group

Private Wealth Advisors

Thomas Savinar

John C. Harrison, CFP®

Strategic Partners

Alexander Savinar, CFP, CEPA, Strategic Partner

Kenneth Tang, CFP, Strategic Partner

Timothy Galvin

Private Wealth Advisors

Thomas Savinar

John C. Harrison, CFP®

Strategic Partners

Alexander Savinar, CFP, CEPA, Strategic Partner

Kenneth Tang, CFP, Strategic Partner

Timothy Galvin

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Credentials

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Education

Credentials

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Entrepreneurs and business owners

Multigenerational families

Corporate executives and professionals

How can you be more certain in an uncertain market?

Backed by the strength of UBS

A global leader in PWM

Insights

Thank you for contacting us.

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