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, 2024, 2025The 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, 2024, 2025The 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.
    • UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

      • 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
      • CT

            305 Lytton Ave
            Palo Alto, CA 94301
            cari.tortorella@ubs.com
            Cari Tortorella
            305 Lytton Ave,Palo Alto,CA,94301
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          Turn possibilities into a plan

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          A leading global wealth manager

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          Donor-advised funds

          Year-end charitable giving

          As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

          For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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          As of 10/29/2025

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          UBS is a leading and truly global wealth manager

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