Wealth advice for your life's goals

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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.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Thomas Nieto

    Thomas Nieto

    Managing Director–Wealth Management

    Financial Advisor

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  • Frederick Grand

    Frederick D. Grand Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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  • John Hurford

    John Hurford, CFA

    First Vice President–Wealth Management

    Financial Advisor

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  • Rebecca Zahabian

    Rebecca Zahabian

    Authorized Officer

    Senior Wealth Strategy Associate

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  • Laura Holland

    Laura Holland

    Authorized Officer

    Team Administrator

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  • David Kuang

    David Kuang, CFP

    Senior Client Service Associate

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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.