Financial planning and beyond

[Global reach] Art and Sciences Building-Singapore

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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.

  • James Tuminello

    James Tuminello

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • ID
    • IL
    • ME
    • MN
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • TX
    • UT
    • VA
    • WA

    Jamie Tuminello is a Senior Vice President at UBS, bringing nearly 3 decades of experience in wealth management and financial strategy. Originally from the eastern end of Long Island, he attended Boston College before launching a successful career in finance. 

    Jamie is a dedicated professional known for his client-focused approach and strategic financial insights. Beyond his career, he values family above all else. He and his wife, Kara, have three children—Alex (23), Brock (19), and Stella (15)—and he takes great pride in their accomplishments.

    With a strong work ethic and commitment to excellence, Jamie seamlessly balances his professional leadership with his role as a devoted husband and father. 

    Education and Credentials

    -          B.A. Boston College University

    Personal

    Jamie enjoys spending time with his family, travel and golfing

          925 4th Avenue
          31st and 32nd Floors
          Seattle, WA 98104
          james.tuminello@ubs.com
          James Tuminello
          925 4th Avenue,Seattle,WA,98104
        • Matt Headshot

          Matt Philichi

          Wealth Strategy Associate

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          • CA
          • MT
          • TX
          • WA

          Matt graduated from the United States Air Force Academy in 2019, then spent his active duty service commitment as a program manager working on our national defense’s satellite systems. He led a technical team of engineers responsible for developing ground terminal assets across the globe.

          Matt became passionate about the financial industry while at the Air Force Academy. 

          Experience

          -          Wealth Strategist – The Tuminello Group     (2024 – Present)

          -          Captain, Space Systems Command, USAF     (2020 – 2024)

           

          Education and Credentials

          -          B.S., Business Management, United States Air Force Academy

          -          M.B.A., SMU COX School of Business

           

          Personal

          Matt enjoys cooking, running and golfing

                925 Fourth Avenue
                31st and 32nd Floors
                Seattle, WA 98104
                mattjr.philichi@ubs.com
                Matt Philichi
                925 Fourth Avenue,Seattle,WA,98104

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

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              The first 100 days

              Is your portfolio ready?

              In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

              We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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