30
appearances in the media
Our team offers a highly personalized approach to overcome the challenges that come with protecting, growing and transitioning wealth. We have spent over 30 years serving the complex financial needs of corporate executives, business owners, medical professionals and their families. The plan we create for each of our clients is built to be realistic to their individual situation, ultimately resulting in financial clarity.
• We prioritize building trust based relationships with our clients
• Equity compensation is complex, we can help you explore potential benefits
• Clients can reach out to us about all of their financial questions, big or small
• We are detail-oriented, collaborating with our clients’ legal advisors and tax professionals
• We utilize the global resources of UBS – the world’s largest wealth management firm
30
appearances in the media
Over 1 billion
Assets under management
7 person
seasoned team
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Managing Director–Wealth Management
Senior Portfolio Manager
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Executive Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Team Administrator
Senior Client Associate
Senior Registered Client Associate
Managing Director–Wealth Management
Senior Portfolio Manager
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Executive Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Team Administrator
Senior Client Associate
Senior Registered Client Associate
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.
