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$6 trn
UBS Group invested assets
As of 12/31/2024
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. 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.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
First Vice President–Wealth Management
My purpose is to be your primary source of wealth management advice. My objective is to know you and what's most meaningful to you and your family. My aim is to help you align your interests with your assets, your needs with your resources, and manage all your investment, asset, insurance, liability, tax, trust, charitable and family needs as one. Throughout my career, I have worked in confidence with many of Hawaii's most notable and wealthy individuals and families as expected by the disciplines of my practice, and you can trust me to maintain this same diligence and discretion with you.
Personal & Community
Education
Credentials
First Vice President–Wealth Management
My purpose is to be your primary source of wealth management advice. My objective is to know you and what's most meaningful to you and your family. My aim is to help you align your interests with your assets, your needs with your resources, and manage all your investment, asset, insurance, liability, tax, trust, charitable and family needs as one. Throughout my career, I have worked in confidence with many of Hawaii's most notable and wealthy individuals and families as expected by the disciplines of my practice, and you can trust me to maintain this same diligence and discretion with you.
Personal & Community
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
