Lasting relationships

Understanding what matters most to you

[PWM] San Francisco

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

person a top mountain

Our philosophy

Exceptional service is essential to a successful relationship. Accessible and responsive, we always strive to provide the utmost in personalized service.

What you can expect from our team:

  • Continual goals-based planning
  • Unbiased advice
  • Tax-efficient investment allocations specific to your goals
  • Disciplined rebalancing of your investment allocation
  • Behavioral guidance so you don’t get sidetracked by the latest investment fads or headlines
  • Integration with your CPA and attorney

Trusted client service.

We believe clients rely on our proactive client service team for a host of financial and administrative needs. This means taking extra steps to provide customized reporting, help organize tax information, or simplify daily financial and investment issues, from setting up online services to handling financial statements.

  • William Stonhaus

    William Stonhaus

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • ID
    • IL
    • MI
    • MT
    • NV
    • NY
    • OK
    • TN
    • WA
    • WY

    William has over 35 years of experience working closely with institutional and high net worth clients. He began his career in institutional consulting with EF Hutton in 1980 and eventually transitioned his business to private wealth management with Merrill Lynch in 1995.

    As an institutional consultant, William worked with many Fortune 500 companies to provide pension plan consulting and corporate cash management. While consulting these large organizations, many C-Suite executives asked William to manage their personal investments. He realized that CEOs, executives, and entrepreneurs and their families needed the same level of service, disciplined process and valuable perspective for their personal wealth management as his existing clients at the corporate level. He enjoyed providing thoughtful guidance to individuals and families, and with the help of his partner, Brent Folland, eventually transitioned his focus to private wealth management.

    William and his team joined UBS in 2008 and continue to work with corporate executives, entrepreneurs, and affluent individuals and families in the Bay Area. He and his team have fostered long term relationships with their clients by taking the time to understand every unique situation, manage emotions, and coach clients to follow their financial plan.

    William has been recognized for successful relationship management and has earned some of the most prestigious awards in wealth management: Merrill Lynch Circle of Excellence, Prudential Securities President's Council, and Wachovia Securities Premier Advisor Award. He also holds his Series 7 and 63 securities licenses.

        • Private Wealth Advisor
        355 Santana Row
        Suite 2050
        San Jose, CA 95128
        william.stonhaus@ubs.com
        William Stonhaus
        355 Santana Row,San Jose,CA,95128
      • Brent Folland

        Brent Folland

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • ID
        • IL
        • MA
        • MI
        • MT
        • NV
        • NY
        • OR
        • TN
        • TX
        • WA
        • WY

        Brent has over 22 years of experience providing personal wealth management to corporate executives, entrepreneurs and affluent individuals and families. He began his career at Merrill Lynch in 1994 and joined UBS in 2008.

        Brent joined William Stonhaus' team in 1994 and was instrumental in transitioning the business from institutional consulting to private wealth management. Experience and research taught him that many investors ignore their financial goals and let emotions influence important financial decisions. He has found that creating long term financial plans and coaching clients through behavioral challenges is the greatest value he can provide as a Financial Advisor.

        Brent enjoys meeting clients and their families, helping them set and achieve financial goals and providing ongoing education. He earned the Premier Advisor Award with Wachovia Securities and holds his Series 7 and 63 securities licenses.

            • Private Wealth Advisor
            Financial planning
            Estate planning strategies
            Business owners
            Family Offices
            Corporate executives
            Fig Garden Financial Center
            5200 N Palm - Suite 101
            Fresno, CA 93704
            brent.folland@ubs.com,cathy.medellin@ubs.com
            Brent Folland
            Fig Garden Financial Center,Fresno,CA,93704
          • Jack Stonhaus

            Jack Stonhaus

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AR
            • AZ
            • CA
            • FL
            • ID
            • IN
            • MA
            • MT
            • NV
            • NY
            • OR
            • SD
            • TN
            • VA
            • WA
            • WY

            Jack, who began his financial career in 1983, has considerable experience serving the diverse financial and investment needs of investors and providing retirement plans for individuals and institutions. He has worked with Dean Witter and its successor, Morgan Stanley, for more than 15 years as a Senior Vice President - Investments before joining UBS in 2009. Jack has served the community for many years, conducting retirement and investment seminars for The California Public Employees' Retirement Systems (CalPERS), the California Highway Patrol, the I.R.S. and the California Teachers Association.

            Jack is also a long time friend to the Valley Children's Hospital Foundation, Fresno Rescue Mission, Fresno Crimestoppers, Doctors Without Borders, and served on the Fresno State Foundations Investment Advisory Council. In 2015, Jack received an Outstanding Citizen Award from the Fresno Police Chief Jerry Dyer and the Fresno & Madera Counties Police Chiefs' Association.

            Jack and his wife, Vicki, have been married for more than 41 years, and are proud parents of two children and reside in Fresno.

                  Financial planning
                  Retirement Plan consulting
                  Equity plans
                  401(k) plan services
                  Executive compensation
                  Fig Garden Financial Center
                  5200 N Palm - Suite 101
                  Fresno, CA 93704
                  jack.stonhaus@ubs.com
                  Jack Stonhaus
                  Fig Garden Financial Center,Fresno,CA,93704
                • Cathy Medellin

                  Cathy Medellin

                  Senior Client Associate

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                    Cathy has over 31 years of experience in the wealth management industry. She began her career working with institutional clients and eventually transitioned to private wealth clients. Cathy joined the Stonhaus Folland Wealth Management Group in 1995 and plays an essential role on the team. She focuses primarily on client service, operations and trade processing. Recognized by her managers for excellent service, she is often asked to train and coach others in her field.

                          Fig Garden Financial Center
                          5200 N Palm - Suite 101
                          Fresno, CA 93704
                          cathy.medellin@ubs.com
                          Cathy Medellin
                          Fig Garden Financial Center,Fresno,CA,93704
                        • Photo

                          John Watson

                          Senior Wealth Strategy Associate

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                          • AZ
                          • CA
                          • DC
                          • FL
                          • GA
                          • IA
                          • KY
                          • NV
                          • NY
                          • OR
                          • TX
                          • WA

                          John has over five years of experience providing personal wealth management to individuals.  He began his career with Merrill Lynch in 2019, during his time with Merrill, he focused on cultivating new relationships and financial planning to build a wealth management practice of his own.

                          John Joined the Stonhaus Folland Group in March of 2023.  Prior to joining UBS, He spent four years as a Financial Advisor with Merrill Lynch and worked in sales for 12 years prior, his passion is to work with people, developing lasting relationships and being able to make a difference in his client’s lives.

                          John enjoys interacting with clients, meeting their families and being able to make a meaningful impact in their lives.  When he is not working, he enjoys spending time with my family, being outside in the garden, traveling, spending time in the mountains, as well as playing tennis and golf. 

                                Financial planning
                                Retirement planning
                                Investing
                                Asset allocation
                                Fig Garden Financial Center
                                5200 N Palm - Suite 101
                                Fresno, CA 93704
                                john.watsonjr@ubs.com
                                John Watson
                                Fig Garden Financial Center,Fresno,CA,93704

                              Private Wealth Management

                              As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                              Couple in an art gallery

                              Comprehensive planning for significant wealth

                              Three generations in apple orchard

                              Turn possibilities into a plan

                              Adult daughter with mother exercising

                              Legacy planning

                              Man working on laptop during virtual call

                              Planning for a changing tax landscape

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                              Maximize your potential wealth

                              senior couple, home in background

                              Estate planning strategies

                              UBS Private Wealth Management

                              You. Connected.

                              There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

                              • Dreamers and doers
                              • Intellects and experts
                              • Planners and practitioners
                              They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

                              You. Connected.

                              A leader in wealth management

                              Backed by the strength of our parent company, UBS AG

                              Global leader

                              UBS is a leading and truly global wealth manager

                              $5.9+ trn

                              UBS Group invested assets
                              As of 06/30/2024

                              Insights