Let's move forward. Together.

Generational Family on Beach

Ted A. Scharch

Senior Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • KS
  • MA
  • MD
  • ME
  • MO
  • NC
  • NJ
  • NY
  • OH
  • RI
  • TN
  • TX
  • VA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Asset allocation
Investing
Lending services
Financial planning
Retirement planning
Estate planning strategies
Multi-generational families
Family Offices
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410
  • (561) 776-2541

Email Me

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.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Boardroom

A focus on personalized access and service

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.

Our Process

Our Process

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Investment management

Goals-based planning

Goals-based planning

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager

$3.9 trillion

In invested assets globally 
As of 12/31/2022

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