Let's move forward. Together.

Generational Family on Beach

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.

Adult couple on cell phone

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    Stephen Hagy

    Senior Vice President–Wealth Management

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      Stephen Hagy is a Senior Vice President – Wealth Management and Senior Portfolio Manager. He has over 30 years of experience working with serving wealthy clients and their families and focuses on working together with clients to build and manage portfolios designed to meet their specific needs. Steve most recently held a similar position at Morgan Stanley and was previously with Prudential, PaineWebber and later UBS. Steve and his wife Aileen have raised three wonderful children. In his spare time, Steve enjoys golf and fishing. Steve holds a Bachelor of Science Degree in Business Administration from the University of Southern California


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            John Hagy

            Financial Advisor

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              John Hagy is a Financial Advisor and Portfolio Manager. John has over five years of experience in financial services and particularly enjoys working with professional athletes and real estate agents having personal ties to both. He held a similar role previously at Morgan Stanley. John enjoys community involvement serving in the past at the Centennial Guild. An avid sports fan, John enjoys backpacking, skiing and racing cars. John graduated from Chapman University with a degree in Political Science and Minor in History


                  Focus on liquidity management

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                  UBS and Credit Suisse—stronger than ever

                  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