Lasting relationships. Trusted wealth planning.

As we work with you throughout the wealth management process, our conscientious attention to detail—and to you and your needs—is designed to earn your trust and faith.

• It all starts with a plan. Our team provides comprehensive financial planning focused on understanding your unique vision for the future. Whether you are navigating life’s milestones, managing business transitions or planning your legacy, we offer realistic guidance that grows with your needs.
• An integrated approach. Our full suite of services—including comprehensive planning, credit and lending, insurance and liability management, education planning and wealth transfer—offers solutions to the complex situation you may face today and helps you plan strategically for the future you envision.
• Multigenerational strategies. We offer guidance in making wise estate and philanthropic decisions and developing an actionable plan that includes wealth transfer solutions and guidance for helping children and heirs understand the value of their assets.

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.

• Tailored, discretionary portfolio management. We care about people, not just their portfolios. That’s why we build customized portfolios, honing in on the investment mix that’s most appropriate to your goals and comfort with risk.
• Risk management. Assessing and managing risk is at the core of everything we do for our clients. With a focus on protective solutions, our team provides a variety of strategies and a custom-built portfolio.
• Asset allocation. We are like an institutional asset manager in expertise and scale, but we’re more nimble and flexible. Our team works with you to determine an asset allocation strategy appropriate to your goals.
• Open access and operational excellence. We offer access to an open platform of premium financial solutions both within and outside UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused analysis.
• Research and analysis. We offer our clients the latest in market research and financial insights. We believe information is most useful when it provides context and empowers you to make informed and confident decisions.

We are committed to providing comprehensive services to help in the support and administration of corporate benefits plans. Our experienced team works with plan sponsors and participants to keep up with changing regulations, stay on top of requirements and ensure equity awards are attracting and retaining top talent.

• Plan sponsors. With complicated equity award packages—as well as potentially complex tax consequences—your employees need specialized advice. Our team is uniquely positioned to help manage the complexities of equity compensation plan administration as well as provide integrated financial advice to plans, executives and participants.
• Plan participants. With our depth of knowledge about the intricacies of your retirement plan, along with our depth of wealth management experience, count on us to help you confidently prepare to get the most from your company’s incentive and benefit programs.
• Integrated executive wealth planning. We are well-positioned to help corporate executives and their families with the financial planning they need to get the most from their compensation plans. Our customized planning services integrate company benefits and compensation strategies—including plan distribution, deferred compensation and stock options— with your personal financial life.
• Leveraging our institutional experience. Our diverse knowledge and experience—a fusion of institutional expertise and finely tuned wealth management—ensures we bring the best ideas to you. We work with institutional clients in a fiduciary capacity and we translate this ability into action for creating comprehensive wealth strategies for highly affluent families.

Exceptional service is essential to a successful relationship. Thoughtful and accountable, I realize each client has a unique situation with diverse needs. That's why I listen carefully, so I can proactively uncover opportunities.

• Personal attention. Our clients rely on us to be accessible and responsive, always striving to provide the utmost in personalized service. Count on us for prompt attention, regular communication and relevant insights and information.
• A network of resources. We work closely with your accountants, attorneys and trusted advisors, as well as our network of financial experts within and outside UBS, so we can incorporate all perspectives into one integrated approach.
• UBS and The Stone-Miller Group. We draw upon the heritage of UBS AG, one of the world’s leading wealth management firms. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective and unmatched resources.