Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Sara Saxe Profile Photo

    Sara Saxe

    Senior Vice President–Wealth Management

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    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor
      • Wealth Advisor
      305 Lytton Ave
      Palo Alto, CA 94301
      sara.saxe@ubs.com
      Sara Saxe
      305 Lytton Ave,Palo Alto,CA,94301
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      Cari Tortorella

      Investment Associate

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      • CA
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            305 Lytton Ave
            Palo Alto, CA 94301
            cari.tortorella@ubs.com
            Cari Tortorella
            305 Lytton Ave,Palo Alto,CA,94301

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          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.

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