Your life. Your wealth. Your future.

Pursue what matters most

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Alan Smith Profile Photo

    Alan Smith

    Senior Vice President–Wealth Management

    Financial Advisor

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          12600 Deerfield Parkway
          Deerfield Commons
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        • Chris Smith Profile Photo

          Christopher A. "Chris" Smith, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
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          • GA
          • IA
          • IN
          • MA
          • MD
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          • NH
          • NJ
          • NY
          • OH
          • OK
          • PA
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          • TX
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              12600 Deerfield Parkway
              Deerfield Commons
              Alpharetta, GA 30004
            • Caroline Holland Profile Photo

              Caroline Holland

              Senior Client Associate

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              • GA

                    12600 Deerfield Parkway
                    Deerfield Commons
                    Alpharetta, GA 30004

                  The circular economy: What is it?

                  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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