The right path toward retirement

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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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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.

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    Richard Kite

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • FL
    • IA
    • ID
    • IL
    • KS
    • MO
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • WA

    Richard has resided in the desert for over 55 years and started his financial career in 1968. Currently, he has over $225 million in assets under management. Richard earned his Bachelor of Science degree in Civil Engineering from the Univ. of Calif. Berkeley. As a dedicated community member, he was elected to the City Council of Rancho Mirage in 2000 and has served three terms as Mayor. Community involvement include past Pres., Board of Directors Cove Communities - Joslyn Sr. Center and Family YMCA of the Desert. Pres., League of Calilf. Cities and Chairman, Coachella Valley Assn. of Govts.

          75-280 Highway 111
          Indian Wells, CA 92210
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          Stacy M. Porras

          Client Associate

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          • AZ
          • CA
          • HI
          • ID
          • MD
          • OH
          • OK
          • WA

          Stacy joined UBS in 2007 beginning her career in the financial industry.  She has served as the Branch Office Administrator for the past 7 years and has recently joined the Kite team as a Registered Client Service Associate.  She is currently licensed with a Series 7 and 66.  Stacy is a native desert resident currently living in Cathedral City.  Stacy is married with three children and enjoys spending time with her family and reading.

                75-280 Highway 111
                Indian Wells, CA 92210
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                Lita Lakin

                Client Associate

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                  Lita began her career in the financial industry in 1988. After a brief hiatus from the business to pursue her interior design interests, she returned to the industry in 1992 when she was hired by PaineWebber in Palm Desert. In 1996 she began to work with Richard Kite in the sales and marketing area. Lita is still currently working with Richard as a Client Service Associate at UBS after some 15 years of service. Lita lives in La Quinta, CA and enjoys her dogs, interior design, gardening and hiking.

                        75-280 Highway 111
                        Indian Wells, CA 92210
                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      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

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager