By understanding your mission and purpose, we can help you lead a life of significance
It’s within you—that certain something giving you purpose. That North Star that guides you. Whether that’s business, community, family or self, we get to know and understand what is most important to you. Only then do we help you make informed decisions today that can help lead to your successes tomorrow.
At the Thompson-Rodgers Group, we guide clients in financial decision-making in every type of market environment, bringing our deep understanding of complex wealth and years of problem-solving experience to serve business owners, corporate executives, athletes, entertainers and their families. Our advice is always about one thing: moving our clients one step closer to realizing their purpose.
High-achieving entrepreneurs offer insights you can use
Entrepreneurs from all industries and walks of life openly share their insights and experience with you in our special report and video series, Flight paths.
We’re a team of wealth managers who come from entrepreneurial families. Our own life stories and experiences have shaped our unified vision to help every client pursue meaning in their individual journeys. As former athletes and military Veterans, we lead our clients through complexity to help them achieve their vision and goals.
Senior Vice President–Wealth Management
Private Wealth Advisor
Executive Director
Associate Market Executive
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Private Wealth Advisor
Executive Director
Associate Market Executive
Senior Wealth Strategy Associate
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
Whether entrepreneurs, C-suite corporate executives, athletes or entertainers, our clients all need the same thing: a plan for the future that will help lead them from success to significance. We are proud to work with leaders in industries such as supply-chain logistics, tech, healthcare and life sciences, helping them manage their personal and family wealth.
Institutional investment banking services are provided by UBS Securities LLC, a subsidiary of UBS Group AG. Member FINRA/SIPC. Banking and lending services are provided by UBS Bank USA, a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS no. 947868.
Whether your career is on the playing field, the hardwood, the stage or screen, we can help you create a plan for lasting wealth that can benefit you, your family and community.
- Customized financial planning coordinated with your agent and accountant
- Cash management and banking services
- Asset protection planning
- Charitable giving
Whether your career is on the playing field, the hardwood, the stage or screen, we can help you create a plan for lasting wealth that can benefit you, your family and community.
- Customized financial planning coordinated with your agent and accountant
- Cash management and banking services
- Asset protection planning
- Charitable giving
Thoughtful wealth management is about more than your balance sheet. It’s about exploring what’s most important to you, what you would like to accomplish and what keeps you awake at night. With those insights, we determine where you are now, where you want to be and any gaps or obstacles that may stand in the way. Our comprehensive wealth management formula incorporates three key components that address the concerns of successful families.
Influencer, celebrated person, athlete, entertainer. This paper is for those who want to use the platform of their public persona and reputational capital for good.
The process of selling a business is often unknown and can leave you vulnerable to making mistakes. Our roadmap for navigating the sale of a closely-held business can help, whether you are looking to retire or think this is an opportune time to sell.
An overview of philanthropic strategies and their impact to help you evaluate different options.
Family office trends and lessons learned during the pandemic.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
