A plan for today, tomorrow and generations to come

Talbot Wealth Management

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • James Talbot Profile Photo

    James Talbot

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • MA
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NY
    • OH
    • SC
    • TN
    • TX
    • WI

    Jamie has worked with senior management and C-Suite executives for his entire 20 year career as a financial counselor and investment advisor. Prior to joining UBS Financial Services in 2011, he spent 13 years with The Ayco Company, L.P., a Goldman Sachs Company.

    In addition to servicing client relationships at UBS, Jamie is focused on identifying and cultivating opportunities for corporate financial planning. The key areas of focus for his client relationships include: investment planning; retirement and cash flow analysis; employee benefits; tax and estate planning strategies; and insurance planning.

    Jamie is a registered investment advisor. He holds Series 7, 63, and 65 securities licenses, as well as life, disability, and annuity insurance licenses. Jamie has a strong background in tax preparation and tax planning having prepared and reviewed income tax returns for his clients and their families during his entire career at Ayco. While no longer preparing or reviewing client tax returns, he stays involved in the process by working closely with clients CPAs.

    Jamie received a Juris Doctor, graduating Cum Laude from Union University – Albany Law School. He is a graduate of the State University of New York – College at Potsdam where he earned a double major in Economics and Politics. Jamie lives in Glenview, IL and is active in sports, activities, and traveling. During his spare time, he coaches youth hockey.

      • Union University – Albany Law School, Juris Doctor, graduating Cum Laude
      • State University of New York – College at Potsdam, double major in Economics and Politics
        One Northbrook Place
        5 Revere Drive
        Northbrook, IL 60062
      • David Wolke Profile Photo

        David Wolke

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KS
        • MA
        • ME
        • MI
        • MN
        • MO
        • NC
        • NE
        • NJ
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • WA
        • WI

        David is a Senior Wealth Strategy Associate with UBS Financial Services. David 's 12 year career has been spent in financial counseling. Prior to joining UBS, he worked at The Ayco Company, L.P., a Goldman Sachs Company.

        David has specialized in comprehensive financial planning for high net worth individuals and their families. The financial planning approach has a focus on detail and implementation. His expertise relates to: investment management, employee benefits, tax and estate plan strategies, insurance planning, and retirement planning.

        During his tenure at Ayco, David prepared and reviewed tax returns for all clients; that experience provides an important perspective of the impact of tax matters on financial planning. A holistic approach to financial counseling recognizes each client's complex situation, and their team strives to be the main point of contact for all financial issues.

        He holds his Series 7 and 66 securities licenses, as well as various insurance and annuity licenses. David received his Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign and also holds an MBA in Finance with a concentration in Investments from DePaul University. In the community, he volunteers his time at neighborhood schools in Chicago. Outside of work, David, his wife and two sons enjoy the great outdoors, camping and hiking.

          • University of Illinois at Urbana-Champaign, Bachelor of Science in Finance
          • DePaul University, MBA in Finance with a concentration in Investments
            One Northbrook Place
            5 Revere Drive
            Northbrook, IL 60062

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

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          UBS is a world-leading wealth manager

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