Your financial life

Advice that looks beyond your portfolio

Gold WM Group Approach

The Gold Wealth Management Group is committed to helping you plan for the future by providing comprehensive wealth management solutions for all of your financial needs. Corporate executives, business owners and their families come to us with their most complicated financial challenges. Some investors have complex wealth transfer needs and tax concerns. Others own a business and need to address specific cash flow challenges. Still others are dealing with the potential risks of a concentrated stock position.

No matter how complicated the situation, we provide financial advice and a plan that can give you greater confidence to pursue your life goals. By leveraging the vast resources of UBS and working with an extended team of external specialists, we leave no stone unturned when it comes to our focus on your financial challenges. Our seamless approach can help to simplify your financial life, so you have more time to focus on the personal and professional priorities that matter most.

Whether it’s your investment strategy, your business, or anything to do with your financial future, you can count on us to:

  • Focus on every aspect of your financial life
  • Design a thoughtful and tailored strategy for achieving your most important financial goals
  • Simplify the complexities of wealth
  • Aim to offer a quality client experience

The proof is in our numbers


Assets under management


Client relationships

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.

  • Darrin Gold

    Darrin Gold

    Senior Vice President–Wealth Management

    Wealth Advisor

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    • CA
    • FL
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT

    With a streamlined wealth management process that emphasizes “one shop” convenience, exemplary service and comprehensive planning, Darrin has built a dedicated advisory team focused primarily on the needs of corporate executives and business owners with a focus in the healthcare industry. He is passionate about helping clients and their families plan for the future with a range of services, based on a deep understanding of each client’s values, goals, relationships, assets, personal process and interests. Darrin is committed to creating a “wow” experience by focusing on every aspect of his client’s financial life. In addition, Darrin has assembled an external team of financial professionals who can assist clients in areas outside of The Gold Wealth Management Group areas of expertise (i.e., taxes, insurance, estate planning).

    Darrin joined UBS from Legg Mason in 2004. After completing a rigorous internal training program in 2010 Darrin earned the designation of Wealth Advisor. This designation has only been achieved by a small group of UBS advisors and has significantly broadened Darrin’s knowledge in the area of client solutions. He has earned the Series 7 and 65 securities licenses, as well as health and life insurance licenses. Darrin graduated with a B.S. degree in business from Suffolk University in Boston, where he is fondly remembered as a member of the college’s Hockey Hall of Fame.

    Dedicated to giving back to the community, Darrin had a transformative experience volunteering to help reconstruct homes in New Orleans after Hurricane Katrina. While there, he realized that he could best serve his community by helping young people and families learn how to handle their finances. When he returned to Boston, he joined the board of Brook Farm Academy so he could focus on developing a financial planning curriculum for students in underserved communities. He is also actively involved with the Year Up organization. Darrin is a lifelong Boston resident. Outside of UBS, he enjoys boating, travel, surfing, fitness and is an avid reader.

    • Forbes Best-in-State Wealth Advisors, 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.

    • Suffolk University, B.S. Business
    • Wealth Advisor
    Lending services
    Financial planning
    Retirement planning
    Estate planning strategies
    Exit planning
    One Post Office Square
    32nd and 33rd floors
    Boston, MA 02109
  • Samantha Hodgkins

    Samantha Hodgkins

    Senior Wealth Strategy Associate

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    • CA
    • CT
    • DC
    • FL
    • MA
    • ME
    • NH
    • NY
    • TX
    • VT

    Before joining UBS in 2013, Sam was the executive assistant to the CEO of a life insurance company working with high net worth clients. This experience helped her to understand the importance of exceptional customer service.

    Sam has a B.A. in business management and a minor in communications from Simmons College, and holds the Series 7 and 66 securities licenses. Within the Group, what Sam values most is going the extra mile for clients to provide them with a top-notch customer experience. She very much enjoys working with a team. The team environment provides her the ability to acquire a comprehensive picture of each client’s unique needs as she helps connect the dots of their financial lives—everything from setting up new accounts to working closely with estate attorneys and CPAs to create a customized experience at UBS.

    Sam lives in downtown San Diego, CA with her dog Logan.  During her spare time, she enjoys spending time outdoors learning how to surf, taking her dog to the beach, and hiking.  Sam also prioritizes fitness and serves as a health and wellness coach for women of all ages and professions.

      • Simmons College, B.S. Business Management; minor in Communications
        1200 Prospect Street
        Suite 100
        La Jolla, CA 92037

      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.

      Getting to know you

      A focus on every aspect of your financial life

      Our relationship starts with a series of conversations and in-depth questions to help us understand every aspect of your financial life and your vision for what you want to accomplish. After this extensive review, we create a detailed client profile that provides a look at where you are today.

      With a full understanding of your goals, we can help you pursue the financial future you envision.

      Exceptional client service

      Comprehensive wealth management

      The value of collaboration

      Selling your business: Proceed with passion

      UBS Business Transition Services can help unlock the possibilities

      Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

      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