A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

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.

  • Joshua Strawn

    Joshua Strawn

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KS
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
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    • WY
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of California, Santa Barbara, B.A. in Business Economics
    • Senior Portfolio Manager
    1610 Arden Way
    Suite 200
    Sacramento, CA 95815
    joshua.strawn@ubs.com
    Joshua Strawn
    1610 Arden Way,Sacramento,CA,95815
  • Madeline Tank

    Madeline Tank

    Wealth Strategy Associate

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KS
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

      • University of Wyoming, Bachelor of Science in Agricultural Business
        1610 Arden Way
        Suite 200
        Sacramento, CA 95815
        madeline.tank@ubs.com
        Madeline Tank
        1610 Arden Way,Sacramento,CA,95815
      • chandra

        Chandra Miranda

        Senior Wealth Strategy Associate

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • KS
        • MA
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA

        Chandra began her career in the financial services industry with UBS Financial in 2008. As a Certified Financial Planner (CFP®), she brings valuable planning insight to each client relationship, and is passionate about helping clients fulfill their financial goals.

        Chandra is FINRA registered and hold Series 7, 66, and California state life insurance licenses. She graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned her M.A. in anthropology from California State University Sacramento. Chandra enjoys spending time with her husband and their children, as well as scrapbooking and backpacking.

        CA Agent #0H91448

              1610 Arden Way
              Suite 200
              Sacramento, CA 95815
              chandra.miranda@ubs.com
              Chandra Miranda
              1610 Arden Way,Sacramento,CA,95815
            • lisa

              Lisa Engstrom

              Director

              Team Administrator

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              • AK
              • AL
              • AZ
              • CA
              • CO
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • KS
              • MA
              • MI
              • MN
              • MO
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SD
              • TN
              • TX
              • UT
              • VA
              • WA

              Lisa started in the financial services industry in 1982, and has held many titles throughout her career. Most recently she served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.

              Lisa is FINRA registered and hold Series 7, 8, and 63 securities licenses. She looks forward to utilizing her unique skill-set to enhance client experience. In her free time, Lisa enjoys spending time with her children and grandchildren.

                    1610 Arden Way
                    Suite 200
                    Sacramento, CA 95815
                    lisa.engstrom@ubs.com
                    Lisa Engstrom
                    1610 Arden Way,Sacramento,CA,95815
                  • gloria

                    Gloria Solis

                    Client Associate

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                      Gloria brings more than 23 years of experience in the financial services industry.  She has an extensive background in daily operations.  Her role on the team is to serve clients and provide administrative support.  Gloria resides in Antelope with her two adult children and can be found in her free time exploring the outdoors with her dog Louie.

                            1610 Arden Way
                            Suite 200
                            Sacramento, CA 95815
                            gloria.solis@ubs.com
                            Gloria Solis
                            1610 Arden Way,Sacramento,CA,95815

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                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          Download the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

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                          UBS Group invested assets
                          As of 03/31/2024

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                          UBS is a leading and truly global wealth manager

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