Insight-based advice

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.

Chess board

Stephen McGalla IV

First Vice President–Wealth Management

Since 1998 Steve has offered boutique environment to work with families in managing their wealth in a cost effective manner.  Steve believes in listening and partnering with clients to make decisions is one of the most powerful and least utilized tools in wealth management. Steve's focus is on wealth accumulation, preservation, and legacy transfer.

Steve lives in Scottsdale, AZ with his wife Susan and their two children.

Registered States:
  • AL
  • AZ
  • CA
  • FL
  • GA
  • IN
  • KY
  • MD
  • MI
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA

Education

  • M.B.A., California University of PA
  • B.S. Business Administration, California University of PA
500 Grant Street
BNY Mellon Center
46th Floor
Pittsburgh, PA 15219
  • (412) 562-6761

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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

Insights