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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
Senior Vice President–Wealth Management
Financial Advisor
For more than 30 years, Steve Trimble has been earning the trust of his clients with a holistic approach to financial planning and wealth management. As one of the lead advisors of Riverwatch Wealth Management, he serves business owners, successful professionals and their families with comprehensive financial planning and wealth management. His distinct perspective has helped investors - throughout major market shifts - overcome obstacles and realize their financial goals.
Steve is a graduate of the University of Cincinnati and has received specialized training in portfolio management, financial planning and estate planning from The Academy of Multidisciplinary Practice, Inc. and the Estate and Wealth Strategies Institute at Michigan State University. He is also a certified Exit Planning Advisor and assists in helping business owners effectively exit or sell their business.
Away from the office, Steve enjoys a very vibrant family life with his wife Paula, their ten children and five grandchildren. When not spending time with family and friends, Steve likes running, playing golf and coaching youth sports.
Education
Steven G. Trimble, CEPA is also part of:
Riverwatch Wealth Management
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
For more than 30 years, Steve Trimble has been earning the trust of his clients with a holistic approach to financial planning and wealth management. As one of the lead advisors of Riverwatch Wealth Management, he serves business owners, successful professionals and their families with comprehensive financial planning and wealth management. His distinct perspective has helped investors - throughout major market shifts - overcome obstacles and realize their financial goals.
Steve is a graduate of the University of Cincinnati and has received specialized training in portfolio management, financial planning and estate planning from The Academy of Multidisciplinary Practice, Inc. and the Estate and Wealth Strategies Institute at Michigan State University. He is also a certified Exit Planning Advisor and assists in helping business owners effectively exit or sell their business.
Away from the office, Steve enjoys a very vibrant family life with his wife Paula, their ten children and five grandchildren. When not spending time with family and friends, Steve likes running, playing golf and coaching youth sports.
Education
Steven G. Trimble, CEPA is also part of:
Riverwatch Wealth Management
Lets connect
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.
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
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
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
More than 150 years
offering financial advice
