Your life. Your wealth. Your future.

Pursue what matters most

Woman business owner

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.


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.

  • Thomas Hillis Melohn Photo

    Thomas Hillis Melohn Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • KS
    • MD
    • MI
    • MO
    • MT
    • ND
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    For over 26 years, I have provided wealth management services to a limited number of individuals and their families, helping them grow and preserve their money responsibly. As a Senior Vice President, I am responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results.

    My clients have consistently acknowledged my investment performance and high level of client service by continuing to be loyal, and by entrusting me with more and more of their friends and family.

    Upon graduating from UC Berkeley, I married my wife Suzanne, of 28 years. We have three teenage daughters who keep us on our toes. While the kids' school and activities keep us busy, our family loves to ski in the winter, and travel in the summer.

    • Forbes Best-in-State Wealth Advisors, 2024The 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.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        6900 South McCarran Boulevard
        Suite 1020
        Reno, NV 89509
        Thomas Hillis Melohn Jr.
        6900 South McCarran Boulevard,Reno,NV,89509
      • Lisa Marie Frisch Photo

        Lisa Marie Frisch

        Senior Client Associate

        • image
        • image
        • image
        • CA

        I have been dedicated to client service for over 22 years, specifically for wealth management clients. As a registered, Senior Client Service Associate, I am passionate about getting to know our clients and their families, making them feel valued and cared for, and helping to ensure they have what they need for their accounts quickly, and efficiently.

        I live in the East Bay with my wonderful husband, Mike. When we are not working, we love to spend time with our children and grandchildren, hike the outdoors, and travel abroad. I also very much enjoy teaching others about health and wellness.

              Home Worker CA
              Home Worker CA, CA 000
              Lisa Marie Frisch
              Home Worker CA,Home Worker CA,CA,000

            Why does A.I. in space matter?

            Outlook on interest rates


            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager