Insight-based advice

You have accomplished much in your life. But you may still wrestle with questions about how to navigate complex global markets of today, create lifetime income, transition a business and set your estate for future generations. It can feel overwhelming if you have to face these key decisions alone.

At The Andover Group, we are a team of experienced and credentialed Private Wealth Advisors who understand that each of our clients face unique challenges. Working closely with business owners, executives, institutions and multigenerational families, we have provided steady guidance throughout the decades and helped our clients confidently face market opportunities, challenges and disruptions.

Our team provides direct access to the thought leaders, global resources and senior decision-makers of UBS, the largest wealth manager in the world. By providing a defined planning process that drives specific investments strategies, we can help you and your family meet liquidity needs of today, pursue goals of tomorrow and set your plan for future generations.

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.

Kevin Moran

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WI
- WV
The founder and managing partner of The Andover Group, Kevin has spent his entire career at UBS and its predecessor firms. As a Private Wealth Advisor, Kevin partners with his team to address the complex needs of their clients by offering access to the global resources of UBS and a comprehensive array of wealth management services.

Driven to deliver an exceptional client experience, Kevin sees it as his team’s responsibility to go beyond addressing today’s needs by consistently anticipating clients’ next questions, challenges and concerns. Their process-driven practice is focused on building long-lasting relationships through every phase of the advisory process, from the initial engagement to implementation, providing communication throughout.

Experience
- Began his career as a Financial Advisor in 1998 at UBS predecessor firm PaineWebber
- Founded The Andover Group at UBS in 2009
- Joined UBS Private Wealth Management in 2020
Education and accomplishments
- Certificate of Accreditation, UBS Private Wealth Management
- B.A., University of Virginia
- Graduate of Phillips Academy Andover
Life
- Kevin resides in Charlotte, NC with his wife, Elizabeth, and their daughters, Molly and Catherine
- He serves on the Board of Directors of Hinds’ Feet Farm, supporting individuals with traumatic brain injury
- He is a member of St. Gabriel Catholic Church and a Preservation Society Member of The Duke Mansion
- In his spare time, he enjoys reading biographies, Peloton cycling and travel
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
William Lovett III

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WI
- WV
Multigenerational families, business owners and corporate executives count on Bill’s extensive experience in institutional asset management and debt capital markets. He is a Private Wealth Advisor and concentrates on equity research, fixed-income securities and tax-efficient strategies, as well as risk mitigation, insurance solutions and wealth transfer strategies.

With a passion for educating clients, Bill offers objective guidance and goal-oriented planning that has made a real impact in their lives. Financial planning is a core aspect of the team’s process, and Bill is appreciated for his hard work, enthusiasm and honesty. With the team’s attention to service, including regular reviews and in-person meetings, Bill maintains the highest standards of integrity and professionalism in his relationships with clients.

Experience
- Joined UBS in 2009 and brings over 20 years of investment experience to the team
- Joined UBS Private Wealth Management in 2020
- Worked on the fixed-income desk at Wachovia Securities from 2001 – 2009, which sharpened his ability to value and price bonds
- Honed his ability to identify stock portfolio candidates as a mid-cap growth equity analyst for Trusco Capital Management from 1998 – 2001
Education and accomplishments
- Earned the Chartered Financial Analyst® (CFA®) designation
- Certificate of Accreditation, UBS Private Wealth Management
- Holds his Series 7, 63 and 66 securities licenses, as well as life and long-term care licenses
- B.A., Duke University
Life
- Bill and his wife, Melissa, live in Charlotte, NC with their two sons
- They are active members at Myers Park United Methodist Church
- He enjoys playing golf, hunting and following college football and basketball
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Kyle Blumenstock

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WI
- WV
Working directly with a diverse group of clients across the US, Kyle has extensive experience with uncommonly complex wealth management needs. During his career, he has structured billions of dollars in financing for both private clients and institutions. With The Andover Group, Kyle focuses on financial planning, liability management, insurance-based strategies and Social Security.

With a proactive service model that helps ensure ready and consistent contact with clients, Kyle is counted on for his understanding of all aspects of clients’ financial lives. Beyond finances, Kyle and the team often discuss business dealings, negotiation tactics, family dynamics, education, geopolitics, technology and a myriad of other topics relevant to their clients’ lives. This dedication has truly made an impact.

Experience
- Joined UBS in 2011 as Director of Banking Solutions for the Southeast
- Brings over 17 years of financial services experience to The Andover Group
Education and accomplishments
- Earned Certified Financial Planner® (CFP®) and Certified Private Wealth Advisor® (CPWA®) professional designations
- Certificate of Accreditation, UBS Private Wealth Management
- Holds his Series 7 and 66 securities licenses, as well as insurance licenses
- B.S., Post University
Life
- Kyle and his wife, Ivone, reside in Charlotte, NC with their daughter, Lena, and twin boys, Lucas and Leo
- They are active members at St. Gabriel Catholic Church and school
- Outside of work, Kyle enjoys spending time with his family, running and carpentry
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Lesley Ferguson

Director

Team Administrator
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Lesley joined UBS in 1990 after starting her career at Merrill Lynch. Prior to moving to Charlotte nine years ago, she served in various operational and management roles in Ohio and Minnesota. Most recently, Lesley was the Administrative Manager for UBS’s eight North Carolina branches.

Lesley is responsible for the daily operations of the team and ensuring service excellence for clients.

Experience
- Joined UBS in 1990 and brings over 30 years of experience to the team
- Joined The Andover Group in 2021
Education and accomplishments
- Holds her Series 3, 7, 8, 66 securities licenses, as well as insurance licenses
- B.S., University of Akron
Life
- Lesley lives in Waxhaw with her husband, Mike, and her children, Olivia and Jack
- She enjoys hiking, biking and being outdoors
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Lauren Hall

Wealth Strategy Associate
View bio
- NC
- SC
- TX
Lauren Hall joined the team in 2021 as a Wealth Strategy Associate (WSA). In her position, Lauren is responsible for preparing financial plans, delivering performance reports, and conducting due diligence on investment securities.

Experience
- Joined UBS in 2021 after 6 years of experience in the defense industry
- Lauren was a Senior Finance Analyst at BAE Systems where she was tasked project management, designing projects for some of the company’s largest clients
- She also worked for Oshkosh Corporation in the Treasury Department handling international finance and sales teams in the EAME and Asian regions
- Has a history working in the anti-money laundering and counter-terrorist financing space within the defense industry
Education and accomplishments
- Holds her series 7 license
- B.A. Economics from Yale University
- Masters of Financial Integrity from Case Western Reserve University School of Law
- Certified Anti-Money Laundering Specialist (CAMS)
Life
- Lauren and husband Kyle are proud parents to their one year old, Arthur
- They are involved in local organizations for combat veterans such as Fairway for Warriors and Carolinas Freedom Foundation
- They enjoy hiking, fishing, traveling and shooting sports
- Lauren is a member of Junior League of Charlotte and the Charlotte Book Club
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Liisa-Ann Weinberg

Senior Client Associate
View bio
- NC
An integral part of The Andover Group, Liisa-Ann brings more than 22 years of experience to her daily interactions with clients. Dedicated to providing operational excellence and a highly personalized client experience, she exemplifies the team’s commitment to distinctive service.

Liisa-Ann’s responsibilities include managing team operations, record-keeping, and daily administrative and personalized client service. Often the first point of contact with clients, she works with the team to help bring together their clients’ plans and vision for the future.

Experience
- Has more than 22 years of financial services experience
- Worked with several investor relations firms before transitioning to the financial services industry and The Andover Group at UBS
Education and accomplishments
- Holds her Series 7 and 63 securities licenses, as well as life, health and long-term care
- insurance licenses
- B.A., Sweet Briar College
Life
- Liisa-Ann resides in Waxhaw, NC and has two children in college
- She enjoys spending time with family, as well as gardening and cooking
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Madeleine Thompson

Client Associate
View bio
- NC
- WI
Maddie joined UBS in 2021 after graduating magna cum laude from The Culverhouse College of Business at the University of Alabama with a degree in Finance and a specialization in Investment Management. She works as a Client Service Associate alongside Lesley Ferguson, Liisa-Ann Weinberg, and Kathryn Wysong on the operational side of the business. Maddie is born and raised in Charlotte, NC and enjoys traveling, hanging out with friends and family, and golfing in her free time.

Experience
- Joined UBS in 2021 and works as a Client Service Associate on the operational side of the business
Education and accomplishments
- Holds her Series 7 license
- Graduated magna cum laude from The Culverhouse College of Business at The University of Alabama with a degree in Finance and a specialization in Investment Management
Life
- Maddie was born and raised in Charlotte, NC
- She is an active member at Myers Park Presbyterian Church
- She enjoys traveling, practicing yoga, watching sports, and golfing in her free time
6100 Fairview Road
Suite 900
Charlotte, NC 28210

Kevin Moran

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WI
- WV
The founder and managing partner of The Andover Group, Kevin has spent his entire career at UBS and its predecessor firms. As a Private Wealth Advisor, Kevin partners with his team to address the complex needs of their clients by offering access to the global resources of UBS and a comprehensive array of wealth management services.

Driven to deliver an exceptional client experience, Kevin sees it as his team’s responsibility to go beyond addressing today’s needs by consistently anticipating clients’ next questions, challenges and concerns. Their process-driven practice is focused on building long-lasting relationships through every phase of the advisory process, from the initial engagement to implementation, providing communication throughout.

Experience
- Began his career as a Financial Advisor in 1998 at UBS predecessor firm PaineWebber
- Founded The Andover Group at UBS in 2009
- Joined UBS Private Wealth Management in 2020
Education and accomplishments
- Certificate of Accreditation, UBS Private Wealth Management
- B.A., University of Virginia
- Graduate of Phillips Academy Andover
Life
- Kevin resides in Charlotte, NC with his wife, Elizabeth, and their daughters, Molly and Catherine
- He serves on the Board of Directors of Hinds’ Feet Farm, supporting individuals with traumatic brain injury
- He is a member of St. Gabriel Catholic Church and a Preservation Society Member of The Duke Mansion
- In his spare time, he enjoys reading biographies, Peloton cycling and travel
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
William Lovett III

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WI
- WV
Multigenerational families, business owners and corporate executives count on Bill’s extensive experience in institutional asset management and debt capital markets. He is a Private Wealth Advisor and concentrates on equity research, fixed-income securities and tax-efficient strategies, as well as risk mitigation, insurance solutions and wealth transfer strategies.

With a passion for educating clients, Bill offers objective guidance and goal-oriented planning that has made a real impact in their lives. Financial planning is a core aspect of the team’s process, and Bill is appreciated for his hard work, enthusiasm and honesty. With the team’s attention to service, including regular reviews and in-person meetings, Bill maintains the highest standards of integrity and professionalism in his relationships with clients.

Experience
- Joined UBS in 2009 and brings over 20 years of investment experience to the team
- Joined UBS Private Wealth Management in 2020
- Worked on the fixed-income desk at Wachovia Securities from 2001 – 2009, which sharpened his ability to value and price bonds
- Honed his ability to identify stock portfolio candidates as a mid-cap growth equity analyst for Trusco Capital Management from 1998 – 2001
Education and accomplishments
- Earned the Chartered Financial Analyst® (CFA®) designation
- Certificate of Accreditation, UBS Private Wealth Management
- Holds his Series 7, 63 and 66 securities licenses, as well as life and long-term care licenses
- B.A., Duke University
Life
- Bill and his wife, Melissa, live in Charlotte, NC with their two sons
- They are active members at Myers Park United Methodist Church
- He enjoys playing golf, hunting and following college football and basketball
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Kyle Blumenstock

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WI
- WV
Working directly with a diverse group of clients across the US, Kyle has extensive experience with uncommonly complex wealth management needs. During his career, he has structured billions of dollars in financing for both private clients and institutions. With The Andover Group, Kyle focuses on financial planning, liability management, insurance-based strategies and Social Security.

With a proactive service model that helps ensure ready and consistent contact with clients, Kyle is counted on for his understanding of all aspects of clients’ financial lives. Beyond finances, Kyle and the team often discuss business dealings, negotiation tactics, family dynamics, education, geopolitics, technology and a myriad of other topics relevant to their clients’ lives. This dedication has truly made an impact.

Experience
- Joined UBS in 2011 as Director of Banking Solutions for the Southeast
- Brings over 17 years of financial services experience to The Andover Group
Education and accomplishments
- Earned Certified Financial Planner® (CFP®) and Certified Private Wealth Advisor® (CPWA®) professional designations
- Certificate of Accreditation, UBS Private Wealth Management
- Holds his Series 7 and 66 securities licenses, as well as insurance licenses
- B.S., Post University
Life
- Kyle and his wife, Ivone, reside in Charlotte, NC with their daughter, Lena, and twin boys, Lucas and Leo
- They are active members at St. Gabriel Catholic Church and school
- Outside of work, Kyle enjoys spending time with his family, running and carpentry
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Lesley Ferguson

Director

Team Administrator
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Lesley joined UBS in 1990 after starting her career at Merrill Lynch. Prior to moving to Charlotte nine years ago, she served in various operational and management roles in Ohio and Minnesota. Most recently, Lesley was the Administrative Manager for UBS’s eight North Carolina branches.

Lesley is responsible for the daily operations of the team and ensuring service excellence for clients.

Experience
- Joined UBS in 1990 and brings over 30 years of experience to the team
- Joined The Andover Group in 2021
Education and accomplishments
- Holds her Series 3, 7, 8, 66 securities licenses, as well as insurance licenses
- B.S., University of Akron
Life
- Lesley lives in Waxhaw with her husband, Mike, and her children, Olivia and Jack
- She enjoys hiking, biking and being outdoors
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Lauren Hall

Wealth Strategy Associate
View bio
- NC
- SC
- TX
Lauren Hall joined the team in 2021 as a Wealth Strategy Associate (WSA). In her position, Lauren is responsible for preparing financial plans, delivering performance reports, and conducting due diligence on investment securities.

Experience
- Joined UBS in 2021 after 6 years of experience in the defense industry
- Lauren was a Senior Finance Analyst at BAE Systems where she was tasked project management, designing projects for some of the company’s largest clients
- She also worked for Oshkosh Corporation in the Treasury Department handling international finance and sales teams in the EAME and Asian regions
- Has a history working in the anti-money laundering and counter-terrorist financing space within the defense industry
Education and accomplishments
- Holds her series 7 license
- B.A. Economics from Yale University
- Masters of Financial Integrity from Case Western Reserve University School of Law
- Certified Anti-Money Laundering Specialist (CAMS)
Life
- Lauren and husband Kyle are proud parents to their one year old, Arthur
- They are involved in local organizations for combat veterans such as Fairway for Warriors and Carolinas Freedom Foundation
- They enjoy hiking, fishing, traveling and shooting sports
- Lauren is a member of Junior League of Charlotte and the Charlotte Book Club
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Liisa-Ann Weinberg

Senior Client Associate
View bio
- NC
An integral part of The Andover Group, Liisa-Ann brings more than 22 years of experience to her daily interactions with clients. Dedicated to providing operational excellence and a highly personalized client experience, she exemplifies the team’s commitment to distinctive service.

Liisa-Ann’s responsibilities include managing team operations, record-keeping, and daily administrative and personalized client service. Often the first point of contact with clients, she works with the team to help bring together their clients’ plans and vision for the future.

Experience
- Has more than 22 years of financial services experience
- Worked with several investor relations firms before transitioning to the financial services industry and The Andover Group at UBS
Education and accomplishments
- Holds her Series 7 and 63 securities licenses, as well as life, health and long-term care
- insurance licenses
- B.A., Sweet Briar College
Life
- Liisa-Ann resides in Waxhaw, NC and has two children in college
- She enjoys spending time with family, as well as gardening and cooking
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Madeleine Thompson

Client Associate
View bio
- NC
- WI
Maddie joined UBS in 2021 after graduating magna cum laude from The Culverhouse College of Business at the University of Alabama with a degree in Finance and a specialization in Investment Management. She works as a Client Service Associate alongside Lesley Ferguson, Liisa-Ann Weinberg, and Kathryn Wysong on the operational side of the business. Maddie is born and raised in Charlotte, NC and enjoys traveling, hanging out with friends and family, and golfing in her free time.

Experience
- Joined UBS in 2021 and works as a Client Service Associate on the operational side of the business
Education and accomplishments
- Holds her Series 7 license
- Graduated magna cum laude from The Culverhouse College of Business at The University of Alabama with a degree in Finance and a specialization in Investment Management
Life
- Maddie was born and raised in Charlotte, NC
- She is an active member at Myers Park Presbyterian Church
- She enjoys traveling, practicing yoga, watching sports, and golfing in her free time
6100 Fairview Road
Suite 900
Charlotte, NC 28210

2023 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

Download the guide

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.

Access to the right resources

As UBS Private Wealth Advisors, we offer access to our global platforms and the financial and intellectual strengths of our specialists across the firm. We bring an extensive network of professionals to the intersection of wealth management, estate planning and philanthropy.

Family Office Solutions Group
Advanced Planning Group
Portfolio Advisory Group
Family Advisory & Philanthropy Services
Global Family Office
Banking and lending services

The global reach of UBS

The global reach of UBS

Our team draws upon the tradition and heritage of UBS, serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.

Strength

UBS is the largest wealth manager in the world¹

Stability

Among the best-capitalized large global banks^₂

Heritage

150 years serving many of the wealthiest clients around the globe

_{1 Scorpio Partnership Global Private Banking Benchmark 2018}

Financial planning

All aspects of your financial life in one comprehensive plan

Enduring relationships begin with an exceptional experience. Our disciplined planning process looks at all aspects of your financial life.

Distinguished by our training, access and grasp of complex family wealth, we listen closely and gain an understanding of the important decisions you face and your dynamics across generations. We then develop a comprehensive plan that drives all aspects of your wealth management strategy.

When it comes to your estate, proper planning provides the education and the experience you need to transfer wealth and pursue your goals with the least possible tax impact and expense. Liquidity strategies and liability management help secure cash flow and income so you can maintain your lifestyle in retirement.

“In today’s world, you should understand how all aspects of your life can affect your financial future. Our long-term planning process focuses on understanding you, your values and your goals.” — Kyle Blumenstock

Kyle Blumenstock is a Certified Financial Planner™ professional who has met rigorous requirements to obtain this certification and provide a depth of planning acumen that can help enrich our clients’ personal and professional lives.

Investment management

Helping you grow and preserve the wealth you’ve created

Throughout our process, we see ourselves as your personal advocates, creating customized portfolios. We’ll help you define your goals and match your objectives with a highly personalized investment strategy.

We provide access to an open platform of premium financial solutions. Serving as your portfolio manager or working with select third-party investment managers, we offer timely perspectives and a fully integrated suite of investment options.

Our diversified asset allocation and rebalancing strategies help ensure your portfolio stays on target with your stated objectives. We structure your portfolio based on tax-aware and disciplined methodologies, taking into account your specific risk tolerance and time horizon.

“We take investment oversight and transparency very seriously. While it’s important for us to help you grow and preserve wealth, it’s just as important to understand how your responsibilities and risk are evolving.” — Bill Lovett

Bill Lovett is a Chartered Financial Analyst (CFA®) professional who has completed stringent educational components that measure and certify his competence and integrity as a financial analyst.

Personalized service

Long-lasting relationships reflect how we work with and for you

Responsive and attentive, we have built enduring relationships by offering proactive service that anticipates your needs. Our entire team is highly accessible.

Offering consistent communication, personal touch points and ongoing reviews, we schedule regular meetings monthly, quarterly, semiannually or annually depending on what works best for you. We can work closely with your tax, legal and insurance advisors to integrate all perspectives into one approach. Our primary focus is keeping you on track to meet your goals and objectives.

By providing financial education to each generation, our team can address family issues ranging from wealth transfer and preservation strategies to philanthropic pursuits. We enjoy deepening our client relationships with invitations and access to a host of informative educational events.

“Our high-touch, proactive service model is key to building long-lasting relationships.” — Liisa-Ann Weinberg

“Simplifying and streamlining your financial world is central to our client experience.” — Kathryn Wysong

The global reach of UBS

Our team draws upon the tradition and heritage of UBS, serving some of today’s wealthiest individuals and families

Global leader

UBS is a world-leading wealth manager

14.2%

CET1 capital ratio
UBS is one of the world’s best-capitalized banks

UBS Financial Reporting as of 12/31/2022

More than 150 years

offering financial advice

Insight-based advice

Pursuing your goals together

Kevin Moran

William Lovett III

Kyle Blumenstock

Lesley Ferguson

Lauren Hall

Liisa-Ann Weinberg

Madeleine Thompson

Kevin Moran

William Lovett III

Kyle Blumenstock

Lesley Ferguson

Lauren Hall

Liisa-Ann Weinberg

Madeleine Thompson

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*

Education

Credentials

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*

Education

Credentials

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2023 tax planning guide

A focus on personalized access and service

Access to the right resources

The global reach of UBS

Financial planning

Investment management

Personalized service

The global reach of UBS

Our team draws upon the tradition and heritage of UBS, serving some of today’s wealthiest individuals and families

Insights

Thank you for contacting us.

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