The right moves for your financial future

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.

Chess board

Scott C. Dale

First Vice President–Wealth Management

Certified Exit Planning Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • ID
  • KS
  • KY
  • MT
  • NV
  • OR
  • TX
  • VA
  • WA

Credentials

  • Certified Exit Planning Advisor
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 990-2754

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Three generations in apple orchard

Turn possibilities into a plan

Mountain climbers on peak at sunrise

A leading global wealth manager

Retirement couple holding surfboards

Retirement planning

couple on beachfront

UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

Insights