$6.9 trn
UBS Group invested assets
As of 10/29/2025
At The Garnett Group, we offer comprehensive wealth management and personalized investment guidance for every generation of your family. Our team specializes in advanced planning, investment management, and relationship management—providing innovative solutions for retirees, those approaching retirement, and business owners with unique financial needs. With a foundation built on client commitment and industry recognition, we help you pursue your goals and plan your legacy with confidence.
We believe that smart advice, a quick response and great service engender trust. Families count on our ongoing planning to help them feel confident about their financial future.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
We prioritize your goals by maintaining clear, consistent communication—setting expectations, addressing concerns, and resolving issues promptly.
Count on us to be:
Accessible – You choose the level of communication that fits your needs.
Collaborative – We work alongside you to keep you informed and eliminate surprises.
Responsive – You’ll always be updated on decisions impacting your accounts.
Managing Director–Wealth Management
Financial Advisor
Vice President–Wealth Management
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
Senior Wealth Strategy Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Vice President–Wealth Management
Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
Senior Wealth Strategy Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our sustainable planning approach seeks to understand you and your family’s current needs and helps make sure that today’s financial decisions match your long-term goals.
A financial plan should evolve with your needs. Our planning process helps bring confidence whether you are navigating life’s milestones, managing a business transition or planning your legacy.
A longevity strategy can help you overcome changing market conditions by helping you make long-term plans. Look to grow wealth over time so you can focus on things like selling a business or planning for retirement.
When advising financially successful families, we often get asked, “How can we ensure our family is successful?” The particulars of desired success can be refined differently from family to family, but what our clients are really asking is how they can sustain and grow their resources over time— for generations to come.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
From planning and wealth management to exit planning and post liquidity
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
