$7 trn
UBS Group invested assets
As of 12/31/2025
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:
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.
NMLS #821627
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Senior Strategist, East Division - Family Advisory and Philanthropy Services
Executive Director
Lead Assoc,Sales & Marketing
Managing Director
Head of Wealth Planning Strategists and Trust Consulting
NMLS #821627
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Senior Strategist, East Division - Family Advisory and Philanthropy Services
Executive Director
Lead Assoc,Sales & Marketing
Managing Director
Head of Wealth Planning Strategists and Trust Consulting
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Welcome to the More Than Wealth podcast with Darrin and Samantha, where we help business executives, business owners, and high-net-worth individuals navigate the multifaceted world of wealth planning. Beyond the numbers, we'll also explore the stories behind the wealth. By interviewing business owners and thought leaders in our community, we aim to share insightful and inspiring tales of success.
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.
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.
This FAQ is designed to answer the questions business owners and executives ask most often—about planning, taxes, investments, and big financial decisions—so you can better understand how thoughtful advice helps bring everything together.
If your financial life is getting more complex—owning a business, receiving stock compensation, or managing significant assets—it’s usually time to bring in a professional to help you make more informed decisions.
Look for someone who listens first, explains things clearly, and focuses on your goals. The best advisors help you make decisions—not just sell products.
It should feel like a partnership. The best relationships are built on trust, clear communication, and having someone who helps you make confident decisions—not just during good times, but when it matters most.
Many business owners are heavily invested in their company already. A thoughtful strategy focuses on diversification, liquidity, and building wealth outside the business to reduce risk over time.
Earlier than you think—ideally several years in advance. Planning ahead can improve valuation, reduce taxes, and help you prepare personally for what comes next.
The key is having a plan. Decisions around exercising, selling, and holding equity can have major tax and risk implications. A coordinated strategy can help you avoid overconcentration and unexpected tax surprises.
Slow down. Big financial events create pressure to act quickly, but the best outcomes usually come from a structured plan—addressing taxes, investment strategy, and long-term goals before making major moves.
Tax strategy goes beyond deductions. It can include investment positioning, timing of income, charitable strategies, and coordinating with your CPA to create a more efficient overall plan.
Treating financial decisions in isolation. Without a coordinated plan, it’s easy to miss opportunities or create unintended consequences across taxes, investments, and long-term goals.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
