Insight-based advice

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Mario Ponczek Profile Photo

    Mario Ponczek

    Senior Vice President–Wealth Management

    Financial Advisor

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    California Insurance License: 0B97886

        • Senior Portfolio Manager
        18851 NE 29th Avenue
        11th Floor
        Aventura, FL 33180
      • Douglas Ponczek Profile Photo

        Douglas Scott Ponczek, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • VA
        • VT
        • WI

        California Insurance License: 0H72844

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

          • CERTIFIED FINANCIAL PLANNER™
          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062
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          Colleen Frances Tuscano-Reyes

          Client Associate

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                  18851 NE 29th Avenue
                  11th Floor
                  Aventura, FL 33180
                • Michelle Ontivero Profile Photo

                  Michelle Katherine Ontivero

                  Client Associate

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                          18851 NE 29th Avenue
                          11th Floor
                          Aventura, FL 33180

                        The Year Ahead - Sustainable Investing

                        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

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