Global access. Strategic solutions.

Private Wealth Management

3 Generations of men

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

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.

  • Kirk Wendorf Profile Photo

    Kirk William Wendorf

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • ID
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    •          Joined UBS in 2008

    •          Lehman Brothers Private Investment Management, 2002 - 2008

    •          Morgan Stanley, 2000 - 2002

    •          Bear Stearns, Middle Markets Institutional Group, 1998 - 2000

    •          PaineWebber, Sales Manager, 1993 – 1998

    •          Earned Certified Financial Planner (CFP) designation, 2013

    •          Earned Chartered Financial Analyst (CFA) designation, 1999

    •          B.S.E., Bio-Medical Engineering; B.A., English, Arizona State University, 1990

    •          Kirk played on Arizona State 1987 Rose Bowl Championship football team and was named Academic All PAC-10 team as a running back

    • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • Arizona State University, B.S.E., Bio-Medical Engineering; B.A., English
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Financial Analyst®
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
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    Donah Marie Guanzon Tavares

    Senior Client Associate

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    • AZ
    • CA
    • CO
    • FL
    • IL
    • NY
    • TX
    • UT
    •Joined UBS in 2008
    •More than 27 years experience in the financial services industry
    •Lehman Brothers – Institutional Client Services
    •Focus: Expertise in operational and administrative organization leads to excellent and exceptional services for our clients
    •A native of the Philippines, Donah is married with three teenage boys

          515 South Flower Street
          Suite 5000
          Los Angeles, CA 90071

        Wealth, from your point of view

        Change your community. Change the world.

        Change your community. Change the world.

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        $2.8 trillion

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        As of 06/30/2022

        51 countries

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