The Willenbrock Group is a collaborative team with more than three decades of devotion to financial planning. We are compassionate professionals who seek to help you address your financial needs and pursue the future you envision.
We understand your most important goals, such as planning for retirement, caring for aging parents, business succession planning, and transferring wealth to future generations. We enjoy taking the time to learn about your unique situation, and putting a plan in place that reflects it.
We work with multiple generations of families to deliver the confidence that a wealth management plan conveys.
Watch the latest videos from the Willenbrock Group.
What do you see when you look to the future? Are you confident that your family’s wealth will continue to grow? Our experienced team can help you ask the right questions and develop a plan to find the answers you seek.
We will work with you to understand your life, your wealth and what you want to accomplish. And we’ll coordinate with your tax and legal advisors to align your plan with your overall situation. Planning is the doorway to what’s possible. We can help you get started by conducting a Financial Goal Analysis. This powerful tool can tell you whether you’re on track toward achieving the life you envision.
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Provide cash flow for short-term expenses - to help maintain your lifestyle
For longer-term needs - to help improve your lifestyle
For needs that go beyond your own - to help improve the lives of others
Provide cash flow for short-term expenses - to help maintain your lifestyle
For longer-term needs - to help improve your lifestyle
For needs that go beyond your own - to help improve the lives of others
Our clients’ complex financial life encompass much more than investing. Learn about how our approach we call Advice. Beyond investing. can help you find answers to your questions about pursuing the goals that matter—for every part of your life, at every stage of your life.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
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.
Forbes Best-In-State Wealth Management Teams, 2023-2026
The 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.
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.
51 countries
Our global footprint
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
More than 160 years
offering financial advice
When advising financially successful families, we often get asked, “How can we ensure our family is successful?” The particulars of desired success can be refined differently from family to family, but what our clients are really asking is how they can sustain and grow their resources over time— for generations to come.
With the "great wealth transfer" underway, the opportunity for women is enormous. But what are the risks? And how can women better navigate the opportunities and challenges ahead?
Learn about women inheritors’ experiences with the wealth transfer process and their advice for those who expect to inherit.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
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