Your evolving business

Comprehensive wealth management for business owners

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

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Scott G. Jower

Financial Advisor

Providing entrepreneurs, corporate executives, and business owners a holistic approach to the accumulation, preservation, and distribution of wealth.  A pragmatic approach mentoring entrepreneurs and providing insight on how to help businesses grow are attributed to the work experience at bootstrapped startups (BuyDirect.com, Beyond.com), hyper growth organizations, and publicly traded companies (AOL, Netscape, Time Warner).  In addition, my experience at two of The Big Four accounting firms (KPMG, PWC) provide valuable insight related to Key Performance Indicator (KPI) and cash flow challenges many businesses struggle with today.

An aptitude to quickly learn new technology, recognize shifts in market trends, synthesize abstract concepts and apply acquired knowledge into measurable solutions are examples of how our involvement in the very early stages of your business planning can add important insight to growing your business and if applicable developing an exit strategy.


Personal & Community

  • My wife and I live with our two children in San Ramon, California, where I enjoy Backpacking, Swimming, Biking, and Running.
Registered States:
  • CA
  • FL
  • MA
  • NV
  • WA

Education

  • Bachelor of Science in Tax Accounting, Golden Gate University
  • Master of Business Administration with Honors, Saint Mary's College of California

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Business Owners
Entrepreneurs
Professionals
Lending services
Cash management
Financial planning
401(k) plan services
400 South El Camino Real
Suite 900
San Mateo, CA 94402
  • (650) 696-1344

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Accessing resources. Delivering solutions.

Accessing resources. Delivering solutions.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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