Let's move forward. Together.

Mountain climbers reaching the summit

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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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Kenneth M. Callan  Profile Picture

    Kenneth Callan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • DE
    • FL
    • ID
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OR
    • TX
    • VA
    • WY
    • Roger Williams University with degrees in Business Administration and minors in Finance and Computer Science
    • New York University of Business for executive training
    • Certified Financial Manager Designation
    • One of the first Wealth Advisors at Morgan Stanley
    • Chairman’s Club Member – 20 years of industry experience
    • UBS Financial Services, First Vice President, Investments

      • Roger Williams University, Business Administration and minor in Finance
        20 Pacifica
        Suite 1500
        Irvine, CA 92618
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        Carrie Renee Helmick

        Client Associate

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                20 Pacifica
                Suite 1500
                Irvine, CA 92618
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                Crystal M. Jamieson

                Senior Client Associate

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                • CA
                • CO
                • FL
                • ID
                • NJ
                • NY
                • TX
                • WY

                      20 Pacifica
                      Suite 1500
                      Irvine, CA 92618
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                      Rylee Callan

                      Authorized Officer

                      Digital Specialist

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    Multigenerational planning

                    Multigenerational planning

                    Family offices

                    Family offices

                    investments

                    Investment Management

                    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

                    Global leader

                    UBS is a world-leading wealth manager