Integrity. Experience. Purpose.

Private Wealth Management

Making an Impact

For more than 30 years, we have guided successful individuals, families, corporations and not-for-profit organizations in making the best financial decisions in every type of market environment. Our clients have benefitted from both our strategic understanding of complex wealth, as well as the deep problem-solving expertise we bring to families, foundations, associations and endowments throughout the country. As Private Wealth Advisors, Institutional Consultants, and Philanthropists, our experience and training provide an ongoing source of insight and collaboration.

Whether you are the CEO of an organization, head of your governing board or the family you cherish, we’re committed to helping you realize your purpose and achieve your mission with the greatest impact.

Our team provides a boutique experience that is personal and completely tailored to your unique needs, yet informed and supported by the vast resources of a global leader in wealth management.

- The Spinner Group

The proof is in our numbers

100

Collective years of experience

$3 billion

Assets under management

33

Years in business as a team


Guiding non-profit organizations

For three decades, The Spinner Group has provided insight and strategic advice to investment committees and governing bodies of foundations, endowments, institutions and associations to help them achieve their missions while navigating their fiduciary challenges with greater confidence and ease.

For family foundations and grant-making organizations

For operating non-profit organizations

Guiding individuals and families

Within our firm's Private Wealth Management division, the Spinner Group provides you access to the full depth and breadth of UBS platforms, global expertise and thought leadership to truly advocate for you and your family. While every family is unique, we believe they share many similar questions, concerns and opportunities. We look forward to learning more about you, your family, and your business to understand what matters to you, your values and circumstances to ultimately develop a lasting and trusted relationship.  

Many of our clients include a diverse group of entrepreneurs, corporate executives and professionals. We bring to those relationships a deep understanding of what it takes to grow and transition a business – often the greatest investment you will ever make. From business growth to pre-sale planning to your life post-sale, our strategic thinking and pragmatic approach can help business owners, entrepreneurs and executives at each stage of the business lifecycle.

Guiding individuals and families

For you, your family and legacy

For you, your family and legacy

For your investment needs

For your investment needs

For your financing needs

For your financing needs

  • Trust, estate and tax advisory
  • Family governance and education
  • Philanthropic advisory
  • Global Family Office Solutions
  • Comprehensive goals-based financial planning
  • Business succession planning

  • Corporate lending
  • Asset allocation
  • Open architecture Investment Management
  • Access to unique private investments
  • Personalized, tax efficient/tax managed strategies
  • Cash flow analysis
  • Sustainable investing
  • Comprehensive reporting and oversight
  • Liquidity and concentrated stock planning
  • Investment banking
  • 10b5-1 programs
  • Financial wellness programs

  • Securities-backed lending
  • Private, restricted and concentrated stock lending
  • Complex asset lending
  • Real estate funding
  • Capital markets access

Trends and insights.

  • Harlan B. Spinner

    Harlan B. Spinner, CIMA, CRPS

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IL
    • MA
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OK
    • PA
    • RI
    • UT
    • VA
    • WA
    • WY

    For three decades, our team has provided insight and advice to affluent individuals, families, corporations and diverse not-for-profit clients—helping them find answers to their most important financial questions. Our team puts our collective perspectives and experience to work for each of our clients—we are committed to a “clients first” philosophy and strive to do our best for them in every aspect of our relationship. Our goal is to help them confidently navigate the road ahead and pursue the goals that truly matter.

    Making a difference

    • Board member of the Fulfillment Fund
    • Active in a number of non-profits that benefit children
    • Chair of Endowment and Foundation Committee at UBS


    Education

    • B.S., Business Administration, Washington University in St. Louis
    • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • 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.

        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      • Wendy Spinner

        Wendy Spinner, CIMA, CRPS

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • IL
        • MA
        • NC
        • NJ
        • OK

        As a former electrical engineer and lifelong volunteer, I’ve developed strong problem-solving and goal-setting skills for organizations and affluent families. In addition to providing investment consulting advice, I have chaired investment, governance and development committees for a variety of non-profit organizations. This firsthand experience has enabled me to offer clients and prospects meaningful insights and perspectives—delivered with integrity and compassion.

        Making a difference

        • President Emeritus, UCLA Anderson Alumni Network (37,000 members)
        • Chair, UCLA Anderson Annual Fund Development Committee
        • Member of the Fulfillment Fund Strategic Planning Committee
        • Gold Shield Alumnae
        • Former Upper School President at the Brentwood School
        • Emory University Parent Board
        • Former Board member of CHAMPS
        • Former Board member of Curtis School


        Education

        • B.S., Electrical Engineering, Washington University in St. Louis
        • M.B.A, UCLA Anderson School

              2000 Avenue of the Stars
              7th. Floor North
              Los Angeles, CA 90067
            • Nathan Benjamin Hass

              Nathan Benjamin Hass

              Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • FL
              • GA
              • HI
              • IL
              • MA
              • MT
              • NC
              • NJ
              • NM
              • NY
              • OK
              • PA
              • RI
              • TX
              • UT
              • VA
              • WA
              • WY

              I focus on providing solutions for our clients' most complex financial questions around their wealth, family, and legacy. It is important for me to have a deep understanding of what is important to our clients – what motivates you when you wake up in the morning and what keeps you up at night. I'm passionate and focused on providing the right solutions for our clients and strive to deliver the full capabilities and resources of our global firm. I know I have done a good job when our clients have more time to focus on what is most important to them whether it be their business, family and friends, or philanthropic efforts. I'm very active outside of work and enjoy biking, yoga, and learning about how we can improve our community.

              Education

              • B.A., Economics, UC Santa Barbara

                    2000 Avenue of the Stars
                    7th. Floor North
                    Los Angeles, CA 90067
                  •  Kelly Chavira

                    Kelly Chavira

                    Authorized Officer

                    Team Administrator

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                    • AZ
                    • CA
                    • CO
                    • FL
                    • HI
                    • IL
                    • MA
                    • MI
                    • MT
                    • NC
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OK
                    • PA
                    • RI
                    • TX
                    • UT
                    • VA
                    • WA
                    • WY

                    I have been in this industry for more than 30 years, in various roles and divisions. From sales to operations to branch management, client service has been my most enjoyable role. It’s also essential to building and strengthening our relationships. Everything I’ve learned over the years, along with my passion for helping people, contributes to the success of our clients and our team.

                          2000 Avenue of the Stars
                          7th. Floor North
                          Los Angeles, CA 90067
                        • Bradley Sochowski

                          Bradley Sochowski

                          Wealth Strategy Associate

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                          • AZ
                          • CA
                          • FL
                          • GA
                          • HI
                          • IL
                          • MA
                          • MT
                          • NC
                          • NJ
                          • NM
                          • NY
                          • OK
                          • PA
                          • RI
                          • TX
                          • UT
                          • VA
                          • WA
                          • WY

                          My role as a client service associate includes working on timely client requests as well as portfolio analysis. It is rewarding for me to establish relationships with our clients and assist them in tackling life's obstacles together, as a team. I enjoy the combination client interaction as well as the analytical side of creating, modifying and monitoring investment portfolios. I believe that the experience, expertise and passion of our team is what contributes to our success in serving our clients.

                          Education

                          • B.A., Economics, UCLA

                                100 Crescent Court
                                Suite 400
                                Dallas, TX 75201

                              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

                              You. Connected.

                              When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions. Where do you begin? How do you make the right choices? At the Spinner Group, we’re prepared to take that journey with you today, tomorrow, every step of the way.