Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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.

  • Stephen Schaefer Profile Photo

    Stephen Schaefer, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA

    Stephen Schaefer is one of the few native Floridians, born and raised in Miami. He attended the University of Miami, where he earned a bachelor's degree in Biology and Chemistry and a master's degree in Business Administration. Mr. Schaefer began his career in the financial services industry during one of the equity market's most tumultuous months on record—and over the past 27 years; he has helped clients manage their wealth through prosperous times as well as downturns. He joined UBS in 2013 after 26 years with Morgan Stanley/Smith Barney. As a Private Wealth Advisor, he emphasize asset allocation and total portfolio management with a focus on Estate Planning, retirement income planning, and structures for charitable giving. He also assists clients with education funding. 

    His FINRA-registered licenses include the Series 7 and 63 securities licenses as well as licenses for life, and variable annuities.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

    • University of Miami, Bachelor's Degree in Biology and Chemistry
    • University of Miami, Master's Degree in Business Administration
    • Portfolio Manager
    • Private Wealth Advisor
    550 Biltmore Way
    Coral Gables, FL 33134
  • Hiromi Hanamura Profile Photo

    Hiromi Hanamura, CFP®, CRPS®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Hiromi Hanamura is a Financial Advisor and the Vice President of Wealth Management at UBS Financial Services, Inc. in Coral Gables, FL. She graduated Florida International University with a degree in Literary Arts and was able to pursue her passion for financial services upon graduation. With over 15 years of experience in the industry, she prides herself on maintaining the standards of the Code of Ethics and Professional Responsibility adopted by the Certified Financial Planner Board of Standards, Inc. For Ms. Hanamura, her client's interests always come before her own.

    • Forbes America’s Top Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Florida International University, Literary Arts
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Plans Specialist℠
    550 Biltmore Way
    Coral Gables, FL 33134
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    Joan Madriz

    Client Associate

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NY
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA

          550 Biltmore Way
          Coral Gables, FL 33134

        Private Wealth Management

        As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

        A team approach

        A team approach

        UBS Wealth Way

        UBS Wealth Way

        Insights