Wealth advice for your life's goals

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As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

The Stoka Financial Group

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.

  • Maximiliano Stoka Profile Photo

    Maximiliano Stoka

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Nicholas Wilsens Profile Photo

    Nicholas Wilsens

    Wealth Strategy Associate

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Multigenerational families

Multigenerational families

Our Process

Our Process

Multigenerational planning

Multigenerational planning

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2021

Best

Global private bank services, 2016-2021
Euromoney Private Banking and Wealth Management Survey, 2021

Wealth Manager of the Year

Environmental Finance IMPACT Awards 2020