Tailored wealth advice

Professional guidance that helps inspire confidence

Suspension bridge

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

person a top mountain

Sonny Gulati

Managing Director–Wealth Management

Though my clients often choose me for my comprehensive wealth management experience, I look beyond the tactical guidance and take a much more expansive view of my role. I commit to understanding you, your family, business and personal priorities, as well as your total financial picture.

With the firm's rich tradition of advising the most accomplished individuals, I am not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency.

Registered States:
  • CA
  • CO
  • DC
  • GA
  • IL
  • MI
  • NJ
  • OK
  • PA
  • SD
  • TX
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 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.

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


  • M.B.A., Finance, Director's List Honors, Wharton School of Business, University of Pennsylvania
  • B.Sc., Electrical Engineering with Honors, Elected to Tau Beta Pi Honor Society, University of California, Davis


  • Senior Portfolio Manager
  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Corporate executives
Asset allocation
Custom portfolios
Alternative investments
Structured products
Securities-backed lending
Estate planning strategies
305 Lytton Ave
Palo Alto, CA 94301
  • (650) 496-7337

Email Me

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Goals-based planning

Goals-based planning

A team approach

A team approach


Investment management

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager