Insight-based advice

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, 2022The 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
      • Ramona L. Shank - Profile Photo

        Ramona Shank

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CT
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • MA
        • MD
        • MI
        • MS
        • NJ
        • NY
        • OH
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        • SC
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        • WA

        CA License # 0K34572

              2055 Crocker Road
              Suite 201
              Westlake, OH 44145

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            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.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

            Insights