Couple on beach

Access and opportunity for exceptional families

Private Wealth Management

In the rarified space of significant wealth, we understand your status is a reflection of your success, your passion and your heritage. We have built a deep history with a highly select clientele of multigenerational families, entrepreneurs and family offices across the country by providing access to the global resources of UBS.

At UBS Private Wealth Management, an exclusive division within one of the largest wealth managers in the world, we leverage our global platforms and connect clients to the financial prowess of our experts across disciplines. Our team’s background in institutional investing gives us the perspective and knowledge you need to help unlock opportunities, preserve wealth and create continuity.

The value of the Family Office Consultant (FOC)
Jay Williams is among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant (FOC) business designation. They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges their clients face, FOCs align specific needs to the full

Every member of our team has spent their entire career working exclusively with exceptional, affluent families and their family offices—it’s all we do.

- Jay Williams

  • Jay Williams

    Jay W. Williams

    Managing Director–Wealth Management

    Financial Advisor

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  • Rebecca Fitschen

    Rebecca M. Fitschen

    Vice President–Wealth Management

    Financial Advisor

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  • Aaron Fuller

    Aaron G. Fuller, CIMA®

    Associate Director

    Senior Wealth Strategy Associate

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  • Lyndsey Harmon

    Lyndsey W. Harmon, CFP

    Authorized Officer

    Senior Wealth Strategy Associate

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  • Rachel Wohlfarth

    Rachel Kelly Wohlfarth

    Senior Wealth Strategy Associate

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  • Callie Vann

    Callie W. Vann

    Client Service Associate

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UBS lobby

Elite access

Three generations

Comprehensive planning

UBS building

Investment management


Your family office

Family photos

Estate planning strategies and philanthropy

Tree roots

Educating each generation


Pursuing your goals

See how we helped two exceptional families

Learn about how we worked closely to help two families pursue their goals. We took a team approach to build a unified plan for a family's complex wealth challenges. And we helped a successful family navigate a major liquidity event: the sale of their privately held business.

“In today‘s uncertain economy, you need a team that is proactive, providing a global network of resources.”

— Aaron Fuller, CIMA®

Backed by the strength of UBS

A global leader in wealth management


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

UBS Financial Reporting as of 05/17/2021


Bank for IPO and Equity Raising 
The Banker, Investment Banking Awards, 2020

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 5/17/2021