$6.7bn
Assets under management
Ridge Financial Group is comprised of a dedicated group of professionals who specialize in providing expert guidance to both private clients and institutional investors. With a deep understanding of the unique needs and goals of each client, our team offers personalized financial strategies and investment solutions. We are committed to delivering comprehensive and tailored advice to help our clients achieve their financial objectives and secure their long-term prosperity. Our collaborative approach and in-depth market knowledge enable us to effectively serve a diverse range of clients, from high-net-worth individuals to large organizations, with the highest level of professionalism and integrity.
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. At Ridge Financial Group, we offer tailored financial strategies and comprehensive solutions, to help business owners, credit unions, and high net-worth clients understand each aspect of their unique and often complicated financial life.
Our team is dedicated to empowering Credit Unions by providing expert financial guidance and tailored solution to fit the needs of each institution. Our mission is to partner with Credit Unions to manage their investment portfolios with precision and stability. We strive to deliver innovative strategies that support the long term goals of our partners and their members.
Isn’t your job complicated enough? Are you spending more and more of your time trying to meet regulatory requirements, completing endless forms, preparing for the next exam, and so on? Why not take a moment to revisit all the resources that Ridge Financial Group at UBS has to offer?
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.
$6.7bn
Assets under management
+150
Collective years of experience
11 person
seasoned team
Forbes Best-in-State Wealth Management Teams, 2023-2024
The Forbes rating is compiled by SHOOK Research and is awarded annually in January, based on information from a 12 month period ending in March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Registered Client Associate
Client Associate
Senior Registered Client Associate
Senior Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Registered Client Associate
Client Associate
Senior Registered Client Associate
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
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