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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    • AZ
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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
        • CA
        • CO
        • CT
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
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        • MN
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        • NJ
        • NY
        • OH
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        • SC
        • TN
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        • UT
        • VA
        • WA

        CA License # 0K34572

              2055 Crocker Road
              Suite 201
              Westlake, OH 44145
              ramona.shank@ubs.com
              Ramona Shank
              2055 Crocker Road,Westlake,OH,44145
            Three generations in apple orchard

            Turn possibilities into a plan

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            The first 100 days

            Is your portfolio ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

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            UBS is a leading and truly global wealth manager

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