The right moves for your financial future

Private Wealth Management

Every day you must weigh major business decisions—and the impact they can have on your life and family. Our team has guided many owners and entrepreneurs as they evolve their businesses, explore new ventures or initiate transition events. We can bring clarity to the issues you’re facing and advise you on each detail and stage of the process.

Pitzak-2023

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.

Guiding founders and business owners

Planning for athletes and entertainers

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Your family. Your legacy.

family

Tailored family office services

CIO research

Backed by the strength of UBS

A global leader in wealth management

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

#1

Family office services

Euromoney Private Banking and Wealth Management Survey, 2022

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

You. Connected.

Tailored family office services

buildings

Tailored family office services

You’re considering an exit in 5 years

You’re considering an exit in 5 years

Advanced Planning

Advanced Planning

buildings

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Insights and perspectives

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Christopher Pitzak

    Christopher Pitzak

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CO
    • CT
    • DE
    • FL
    • GA
    • GA
    • ID
    • MA
    • MD
    • MD
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
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    • TN
    • TX
    • UT
    • VA
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    • Forbes Best-in-State Wealth Management Teams, 2023, 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

    • Brigham Young University , Bachelor of Science: Sociology, Concentration in Social Psychology
    • The Wharton School , Master of Business Administration: Quantitative Finance
    • Private Wealth Advisor
    • Certified Exit Planning Advisor
    Entrepreneurs
    Family Offices
    Professional athletes
    Multi-generational families
    Exit planning
    Custom portfolios
    Alternative investments
    Lending services
    888 San Clemente Drive
    Suite 300
    Newport Beach, CA 92660
  • Reid Chase profile shot

    Reid Chase

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • MA
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • WA
    • WI
    • WY

    Reid is a Financial Advisor in Private Wealth Management at UBS.  Prior to joining UBS in 2021, Mr. Chase was an Associate at J.P. Morgan Private Bank where he was integral in the development of the Los Angeles office’s closely held business group working on several of the largest transactions in firm history.  As the highest ranked analyst in the franchise, Reid focused on advising clients across a wide range of complex strategies including pre-transaction planning, capital allocation, portfolio construction, tax and estate planning, as well as banking and credit solutions. Reid is a graduate of Stanford University with a BA in Economics; Finance concentration, where he was a scholarship athlete on the NCAA Division 1 Men’s Water Polo Team. 

    Reid holds FINRA SIE, Series 7, 65 and 63 securities licenses, is a licensed California insurance agent (License# 4192633), and is a Certified Exit Planning Advisor. 

    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

    • Stanford University , Bachelor of Arts: Economics - Focus in Finance
    • Certified Exit Planning Advisor
    Entrepreneurs
    Professional athletes
    Multi-generational families
    Exit planning
    Custom portfolios
    Alternative investments
    Cash management
    Lending services
    888 San Clemente Drive
    Suite 300
    Newport Beach, CA 92660
  • Sam Hodges Profile Photo

    Samantha Hodges

    Team Administrator

    Team Business Manager

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • MA
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SD
    • TX
    • UT
    • WA
    • WI
    • WY

    Sam started her career with UBS in New York City as a Client Service Associate for one of the most successful private wealth management teams in the industry. Sam has a consistent track record of exceptional service for some of the most sophisticated clients in the world.

    After relocating back to her hometown of Encinitas in 2020, Sam joined The Pitzak Group as the Team Business Manager to assist with the team’s essential managerial functions. She graduated Magna Cum Laude from Wagner College with a BS in Finance & Business Administration, where she was the recipient of both academic and athletic scholarships and team Captain of the Division 1 Women’s tennis team. She enjoys competitive bodybuilding, coaching tennis and cooking in her free time.

    Samantha Hodges holds FINRA SIE, Series 7 and 66 securities licenses

     

      • Wagner College , Bachelor of Science: Business Administration - Finance
      • Team Business Manager
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
    • Tara Santora Headshot

      Tara Santora

      Senior Wealth Strategy Associate

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      • CA
      • NY
      • UT
      • WA

      Tara’s has extensive experience in the financial services industry beginning in New York City and spanning both coasts. Her expertise and focus includes exceptional client service, financial planning, portfolio construction and analysis for sophisticated clients. She grew up on the East Coast and graduated from the University of Rhode Island with a Bachelor of Arts. Tara and her husband Ryan reside in Cardiff-by-the-Sea with their five children. She appreciates quality time with her family at the beach and skiing in the mountains. Tara is an Accredited Wealth Management Advisor and is Series 7, 6, 63 and 65 licensed.   

            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660

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