A plan for today, tomorrow and generations to come

Seattle Skyline

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.

Two women laptop

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.

  • Mark-Russo

    Mark J. Russo

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Shawn-Macfarlan

    Shawn Macfarlan, CFP, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Sarah-Fitch

    Sarah L. Fitch, CFP

    Vice President–Wealth Management

    Financial Advisor

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  • Brad-Weiner

    Brad Weiner

    Senior Vice President–Wealth Management

    Financial Advisor

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  • David-Deke-Lundquist

    David K. "Deke" Lundquist

    Senior Vice President–Wealth Management

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  • Patrick-Galbraith

    Patrick J. Galbraith, CFP

    Senior Vice President–Wealth Management

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The proof is in our numbers

$3.1 Billion

Assets under management

16 person

seasoned team

248

Collective years of experience


Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Education financing

Education financing

Retirement planning

Retirement planning

UBS Philanthropy

UBS Philanthropy

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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