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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License #0F73773
I am a wealth advisor with The Mintz Wealth Management Group, a unique multi-generational family business within UBS Financial Services Inc. We see ourselves as your financial as well as life advocates. Like a boutique, our practice is committed to accessibility and exceptional service.
We have been fortunate to serve generations of our clients’ families who have trusted generations of our family to provide them with solutions through their life events. While markets, investment solutions, and financial services have increased in complexity and speed of change, our approach to serving our clients and their families has stood the test of time.
With decades of experience during many market cycles, a consistent, repeatable investment process and a commitment to putting you and your needs first, we are well-positioned to help your wealth work more powerfully for you today and in the future.
We work with our clients to bridge the solid foundation of the past, their needs of the present, and their goals for the future.
We would welcome the opportunity to spend some time with you to explore whether our “family business” is the right team to help you manage your “family business.”
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License #0F73773
I am a wealth advisor with The Mintz Wealth Management Group, a unique multi-generational family business within UBS Financial Services Inc. We see ourselves as your financial as well as life advocates. Like a boutique, our practice is committed to accessibility and exceptional service.
We have been fortunate to serve generations of our clients’ families who have trusted generations of our family to provide them with solutions through their life events. While markets, investment solutions, and financial services have increased in complexity and speed of change, our approach to serving our clients and their families has stood the test of time.
With decades of experience during many market cycles, a consistent, repeatable investment process and a commitment to putting you and your needs first, we are well-positioned to help your wealth work more powerfully for you today and in the future.
We work with our clients to bridge the solid foundation of the past, their needs of the present, and their goals for the future.
We would welcome the opportunity to spend some time with you to explore whether our “family business” is the right team to help you manage your “family business.”
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
