Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Start the conversation

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.

Peter Choy, AIF, CRPC, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
With wealth management experience spanning over half of his life and advising clients through two major U.S. recessions, Peter serves as a resource and partner to his clients. Having previous positions as a branch manager and training coordinator for a prominent investment firm in the Phoenix metropolitan area, his unique industry knowledge provides insight into clients' value in navigating them toward their financial goals.

Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax-efficient investing, wealth transfer strategies, and retirement planning. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.

His practice offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many recognized designations he holds, Peter is also a Retirement Plan Consultant with UBS. This distinctive title allows Peter to assume a fiduciary role in the implementation and management of qualified plans.

Peter resides in Gilbert, Arizona with his wife and two daughters. During his free time, Peter enjoys reading, traveling, and spending time with family.

· Director's Council (2017, 2019, 2021) | President's Council (2018, 2020, 2022)

· Five Star Wealth Manager, Phoenix Magazine | 2013 - 2016

· Practice featured in Forbes magazine | 2013

Personal & Community

TPR Foundation | Board Member

Sun Lakes Crown Rotary | Paul Harris Fellow
- 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.
- Arizona State University, Business and Communication
- United States Military Academy, West Point
- University of Pennsylvania, Wharton, Executive's Certificate
- Accredited Investment Fiduciary
- Chartered Retirement Planning Counselor℠
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
- Endowment & Foundation Consultant
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Michael Choy

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- FL
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Prior to his career in financial services, Michael worked in education and athletic coaching while attending the University of California in Los Angeles and majoring in psychology. He has a diverse background in the financial services industry, lasting over 20 years. His career began as a financial advisor in California and soon after had accumulated five years of experience in management, covering risk management, business development, sales management, and new advisor training.

In 2010, Michael ultimately decided to return to his roots as a financial advisor to pursue his passion for helping and educating clients. He takes great joy in guiding them through the phases of their financial lives, extending their legacies for generations to come. He proudly serves as the team's Chief Operating Officer, leading operational and daily practice management, risk management, and serving as an investment analyst.

Michael resides in Gilbert, Arizona with his wife Kris and their children Skylar, Gunnar, and Rogan.
- 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.
- University of California, Los Angeles, Psychology
- Wealth Advisor
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Ryan Freberg

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- HI
- ID
- IL
- IN
- MA
- MD
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TX
- UT
- VA
- WA
- WI
Ryan started his career in financial services prior to graduating from Arizona State University with a B.S. in Finance. He began as an intern for a large west coast firm where he built his knowledge of investments and international markets and gained experience on the trading floor. He then became a wealth advisor associate for a major Wall Street firm and helped senior financial advisors construct financial plans and investment strategies for clients.

As a financial advisor for the past nine years, Ryan continues to focus on making a difference by helping others. Clients look to him to help create a detailed strategy based on their wants and needs to preserve and accumulate wealth through their lifetime. His detailed business practice is modeled after a doctor's office, but instead of annual checkups, he gets together with his clients consistently to review their portfolios, plans, and financial health.

Ryan is a second-generation Arizonian and currently resides in Tempe, AZ.
- Arizona State University, Finance
- Wealth Advisor
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Ryan Cox

Client Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
As the Business Development Specialist for the team, Ryan's daily focus is to create and manage our marketing campaigns, business development, and team growth. After spending 18 years in the Rocky Mountains, he began his finance career while attending Arizona State University, interning for a major wall street firm. Today Ryan spends a significant amount of time personalizing, developing, and updating UBS's abundant marketing materials to promote our team.

As a team, we pride ourselves on creating and maintaining relationships with our clients based on trust, integrity, and respect. In his role as Business Development Specialist, he organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.

Ryan holds his FINRA Series 7 and 66 licenses.
- Arizona State University
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Bridget Farrell

Client Associate
View bio
- AZ
- CA
Bridget Farrell is a Texas native who currently lives in Arizona. She played volleyball at the University of Alabama and professionally in Spain and Chile. She graduated cum laude with her B.A. in marketing.

Bridget has previously held business development and marketing leadership roles, most recently with BirdieBox, and has a passion for connecting with people to personalize and better every client experience. She is motivated by the team's success, and she is ecstatic about the opportunity to work with this team and their clients.

Bridget has a passion for traveling, fitness, and she most cherishes her time with her two sons, Kason and Kolby.
- University of Alabama, Commerce & Business Administration, Marketing
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Peter Choy, AIF, CRPC, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
With wealth management experience spanning over half of his life and advising clients through two major U.S. recessions, Peter serves as a resource and partner to his clients. Having previous positions as a branch manager and training coordinator for a prominent investment firm in the Phoenix metropolitan area, his unique industry knowledge provides insight into clients' value in navigating them toward their financial goals.

Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax-efficient investing, wealth transfer strategies, and retirement planning. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.

His practice offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many recognized designations he holds, Peter is also a Retirement Plan Consultant with UBS. This distinctive title allows Peter to assume a fiduciary role in the implementation and management of qualified plans.

Peter resides in Gilbert, Arizona with his wife and two daughters. During his free time, Peter enjoys reading, traveling, and spending time with family.

· Director's Council (2017, 2019, 2021) | President's Council (2018, 2020, 2022)

· Five Star Wealth Manager, Phoenix Magazine | 2013 - 2016

· Practice featured in Forbes magazine | 2013

Personal & Community

TPR Foundation | Board Member

Sun Lakes Crown Rotary | Paul Harris Fellow
- 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.
- Arizona State University, Business and Communication
- United States Military Academy, West Point
- University of Pennsylvania, Wharton, Executive's Certificate
- Accredited Investment Fiduciary
- Chartered Retirement Planning Counselor℠
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
- Endowment & Foundation Consultant
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Michael Choy

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DC
- FL
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Prior to his career in financial services, Michael worked in education and athletic coaching while attending the University of California in Los Angeles and majoring in psychology. He has a diverse background in the financial services industry, lasting over 20 years. His career began as a financial advisor in California and soon after had accumulated five years of experience in management, covering risk management, business development, sales management, and new advisor training.

In 2010, Michael ultimately decided to return to his roots as a financial advisor to pursue his passion for helping and educating clients. He takes great joy in guiding them through the phases of their financial lives, extending their legacies for generations to come. He proudly serves as the team's Chief Operating Officer, leading operational and daily practice management, risk management, and serving as an investment analyst.

Michael resides in Gilbert, Arizona with his wife Kris and their children Skylar, Gunnar, and Rogan.
- 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.
- University of California, Los Angeles, Psychology
- Wealth Advisor
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Ryan Freberg

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- HI
- ID
- IL
- IN
- MA
- MD
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TX
- UT
- VA
- WA
- WI
Ryan started his career in financial services prior to graduating from Arizona State University with a B.S. in Finance. He began as an intern for a large west coast firm where he built his knowledge of investments and international markets and gained experience on the trading floor. He then became a wealth advisor associate for a major Wall Street firm and helped senior financial advisors construct financial plans and investment strategies for clients.

As a financial advisor for the past nine years, Ryan continues to focus on making a difference by helping others. Clients look to him to help create a detailed strategy based on their wants and needs to preserve and accumulate wealth through their lifetime. His detailed business practice is modeled after a doctor's office, but instead of annual checkups, he gets together with his clients consistently to review their portfolios, plans, and financial health.

Ryan is a second-generation Arizonian and currently resides in Tempe, AZ.
- Arizona State University, Finance
- Wealth Advisor
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Ryan Cox

Client Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
As the Business Development Specialist for the team, Ryan's daily focus is to create and manage our marketing campaigns, business development, and team growth. After spending 18 years in the Rocky Mountains, he began his finance career while attending Arizona State University, interning for a major wall street firm. Today Ryan spends a significant amount of time personalizing, developing, and updating UBS's abundant marketing materials to promote our team.

As a team, we pride ourselves on creating and maintaining relationships with our clients based on trust, integrity, and respect. In his role as Business Development Specialist, he organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.

Ryan holds his FINRA Series 7 and 66 licenses.
- Arizona State University
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Bridget Farrell

Client Associate
View bio
- AZ
- CA
Bridget Farrell is a Texas native who currently lives in Arizona. She played volleyball at the University of Alabama and professionally in Spain and Chile. She graduated cum laude with her B.A. in marketing.

Bridget has previously held business development and marketing leadership roles, most recently with BirdieBox, and has a passion for connecting with people to personalize and better every client experience. She is motivated by the team's success, and she is ecstatic about the opportunity to work with this team and their clients.

Bridget has a passion for traveling, fitness, and she most cherishes her time with her two sons, Kason and Kolby.
- University of Alabama, Commerce & Business Administration, Marketing
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

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.

UBS Wealth Way

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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.}

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UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Let's move forward. Together.

Pursuing your goals together

Peter Choy, AIF, CRPC, CRPS

Michael Choy

Ryan Freberg

Ryan Cox

Bridget Farrell