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Three generations in the front yard

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.

Co-workers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Scott A. Slavik - Profile Photo

    Scott Slavik

    Senior Vice President–Wealth Management

    Financial Advisor

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    CA License # 0C78076

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        2055 Crocker Road
        Suite 201
        Westlake, OH 44145
        scott.slavik@ubs.com
        Scott Slavik
        2055 Crocker Road,Westlake,OH,44145
      • Ramona L. Shank - Profile Photo

        Ramona Shank

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
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        CA License # 0K34572

              2055 Crocker Road
              Suite 201
              Westlake, OH 44145
              ramona.shank@ubs.com
              Ramona Shank
              2055 Crocker Road,Westlake,OH,44145

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            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

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