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

    Managing Director–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • 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

    • Barron’s Top 100 Private Wealth Management Teams, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • 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.

    • Arizona State University, B.S.E., Bio-Medical Engineering; B.A., English
    • Chartered Financial Analyst®
    2000 Avenue of the Stars
    7th. Floor North
    Los Angeles, CA 90067
    Kirk William Wendorf
    2000 Avenue of the Stars,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

          Donah Marie Guanzon Tavares
          515 South Flower Street,Los Angeles,CA,90071

        Wealth, from your point of view

        Change your community. Change the world.

        Change your community. Change the world.

        Executive decisions

        Executive decisions

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.8+ trn

        UBS Group invested assets
        As of 03/31/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager