Your lasting legacy

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Mountaintop

Thomas Podmajersky, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Tom is a credentialed UBS Wealth Advisor and has over 35 years of experience in the financial services industry. During his career he has maintained a concentrated focus on providing sophisticated wealth management solutions to select entrepreneurs both after a liquidity event and during the business growth phase. Tom also maintains wealth advisory relationships with high level corporate executives and successful families with multi-generational wealth.

Client relationships begin with a financial planning process including a review of business succession and strategy, philanthropy and investment planning. The implementation includes asset allocation, investment management, investment consulting and detailed financial projections. Tom also has over ten years of corporate financing experience with both private and corporate banks. He began his wealth management career in 1996 and is in his 9th year with UBS.

Tom's professional credentials include a CIMA® (Certified Investment Analyst), and a CRPS® (Certified Retirement Plan Specialist). Tom holds a B.A. in Economics from Rutgers University. In his spare time, he is active in open water and masters swimming, golf, and spending time with his wife of 30+ years along with his three adult children and new granddaughter. Tom resides in Corona Del Mar but enjoys spending time at his home in New England.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

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

Education

  • B.A. , Economics from Rutgers College

Credentials

  • Chartered Retirement Plans Specialist
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
  • (949) 717-3926

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A focus on personalized access and service

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.

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

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UBS is a world-leading wealth manager

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