Family. Wealth. For Generations.

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Start the planning conversation

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.

Perry Zeigler

Managing Director–Wealth Management

Accredited Wealth Management Advisor℠
View bio
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- RI
- SC
- TX
- UT
- VA
- WA
- WY
For over 30 years, Perry has provided customized professional guidance, investment management and financial services to individuals, families, endowments and foundations. Perry's disciplined investment philosophy and proprietary investment models are grounded in risk management. He serves as Wealth Management Advisor on the team and facilitates economic and market updates. While Perry will be the first to tell you: "Investments are an important part of one's overall financial plan", they are just a part. He believes sound comprehensive financial planning is the key to achieving your financial goals. Through bull and bear markets, Perry remains committed to providing consistent and reliable service to our clients.

Perry maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and Certified Portfolio Manager (CPM®) designations, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license (#0B37538).

Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Certified Private Wealth Associate®
- Certified Portfolio Manager®
12220 El Camino Real
Suite 400
San Diego, CA 92130
Karen Dhuyvetter

Senior Wealth Strategy Associate
View bio
- CA
- CO
- MA
- MI
- NC
- NV
- NY
- OR
- TX
- WA
Drawing on her passion for personal financial planning, Karen serves clients with her innate care for their overall and financial well-being. In her role as a Sr. Wealth Strategy Associate and with 20 years of industry experience, she works closely with client families, their tax & estate planning counselors and financial advisors to address financial concerns and develop together a solutions-offering through engagement and shared expertise. Throughout the wealth planning process, she also follows up with a team of UBS specialists in the areas of investment advisory, alternative investments, lending and philanthropy to ensure we deliver the best navigation to help clients attain their goals.

Karen holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) designations. She also maintains the Series 7 & 66 FINRA Securities registrations and State of California Insurance license (#0D90393). Karen graduated with a Master’s degree in Civil Engineering from the University of Ghent in Belgium and is multi-lingual (English, Flemish, French and Italian).
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
12220 El Camino Real
Suite 400
San Diego, CA 92130
Pamela Taylor

Team Administrator
View bio
- AK
- CA
- CO
- MI
- NC
- NV
- NY
- OR
- TX
- WA
As our Team Administrator, Pamela, is responsible for ensuring the efficiency of our team operations and streamlining the processes for our clients. She oversees the intricacies of client service onboarding, estate processing, lending, account maintenance, and responds directly to a full range of operational inquiries. Beginning her career in the financial services industry 30 years ago, her expertise includes the areas of compliance, management and administration. Pamela’s passion for creating a premium experience for client relationships sets our team apart from all others…

Pamela holds the following Series 7, 63, 66, 9, and 10 FINRA securities licenses. She earned her B.S. in Business Administration from California State University San Marcos.
12220 El Camino Real
Suite 400
San Diego, CA 92130
Madeleine Jackson

Client Associate
View bio
- AK
- CA
- CO
- MA
- MI
- NC
- NV
- NY
- OR
- TX
- UT
- WA
12220 El Camino Real
Suite 400
San Diego, CA 92130

Perry Zeigler

Managing Director–Wealth Management

Accredited Wealth Management Advisor℠
View bio
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- RI
- SC
- TX
- UT
- VA
- WA
- WY
For over 30 years, Perry has provided customized professional guidance, investment management and financial services to individuals, families, endowments and foundations. Perry's disciplined investment philosophy and proprietary investment models are grounded in risk management. He serves as Wealth Management Advisor on the team and facilitates economic and market updates. While Perry will be the first to tell you: "Investments are an important part of one's overall financial plan", they are just a part. He believes sound comprehensive financial planning is the key to achieving your financial goals. Through bull and bear markets, Perry remains committed to providing consistent and reliable service to our clients.

Perry maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and Certified Portfolio Manager (CPM®) designations, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license (#0B37538).

Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Certified Private Wealth Associate®
- Certified Portfolio Manager®
12220 El Camino Real
Suite 400
San Diego, CA 92130
Karen Dhuyvetter

Senior Wealth Strategy Associate
View bio
- CA
- CO
- MA
- MI
- NC
- NV
- NY
- OR
- TX
- WA
Drawing on her passion for personal financial planning, Karen serves clients with her innate care for their overall and financial well-being. In her role as a Sr. Wealth Strategy Associate and with 20 years of industry experience, she works closely with client families, their tax & estate planning counselors and financial advisors to address financial concerns and develop together a solutions-offering through engagement and shared expertise. Throughout the wealth planning process, she also follows up with a team of UBS specialists in the areas of investment advisory, alternative investments, lending and philanthropy to ensure we deliver the best navigation to help clients attain their goals.

Karen holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) designations. She also maintains the Series 7 & 66 FINRA Securities registrations and State of California Insurance license (#0D90393). Karen graduated with a Master’s degree in Civil Engineering from the University of Ghent in Belgium and is multi-lingual (English, Flemish, French and Italian).
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
12220 El Camino Real
Suite 400
San Diego, CA 92130
Pamela Taylor

Team Administrator
View bio
- AK
- CA
- CO
- MI
- NC
- NV
- NY
- OR
- TX
- WA
As our Team Administrator, Pamela, is responsible for ensuring the efficiency of our team operations and streamlining the processes for our clients. She oversees the intricacies of client service onboarding, estate processing, lending, account maintenance, and responds directly to a full range of operational inquiries. Beginning her career in the financial services industry 30 years ago, her expertise includes the areas of compliance, management and administration. Pamela’s passion for creating a premium experience for client relationships sets our team apart from all others…

Pamela holds the following Series 7, 63, 66, 9, and 10 FINRA securities licenses. She earned her B.S. in Business Administration from California State University San Marcos.
12220 El Camino Real
Suite 400
San Diego, CA 92130
Madeleine Jackson

Client Associate
View bio
- AK
- CA
- CO
- MA
- MI
- NC
- NV
- NY
- OR
- TX
- UT
- WA
12220 El Camino Real
Suite 400
San Diego, CA 92130

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.

Our Philosophy

We do more than manage money.
We optimize potential.

We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.

We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.

Our Process

No one wants to outlive their money.
But you also don’t want to live with untapped potential.

A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

UBS Optimus Foundation

Impactful philanthropy that delivers breakthrough solutions to pressing social and environmental issues

Do you want your giving to be strategic and focused on outcomes? You can be sure that we have the right experience, knowledge and network to help you make the most impact in your giving.

Learn more about how the UBS Optimus Foundation can help you pursue your philanthropic goals.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

51 countries

Our global footprint

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager

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Family. Wealth. For Generations.

Pursuing your goals together

Perry Zeigler

Karen Dhuyvetter

Pamela Taylor

Madeleine Jackson