Wealth advice for your life's goals

Sailboat splashing in water

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

Young turtle

Insights

Guiding entrepreneurs every step of their journey

Managing $4 billion in assets, Tidal Wealth Partners is uniquely positioned to help ambitious business owners and founders execute their vision. From exit strategy planning to post liquidity, we have the knowledge and resources to assist with everything: estate planning, managing concentrated stock positions, developing a philanthropic mission, and creating the roadmap for the legacy you want to establish.

Tailored lending and cash management

Business transition and succession planning

Accessing resources. Delivering solutions.

Advice for business owners and entrepreneurs

investments

Investment Management

UBS Philanthropy

Helping Entrepreneurs Navigate Their Wealth and Future

We work with select families that choose to partner with us early and for the entire journey. Our team is committed to delivering personalized, in-depth, and long-lasting service to our clients, their families, and their professional partners. While our expertise is primarily in investing, we often become a trusted partner involved with other areas of life including next generation education, philanthropic advisory, and succession planning.

  • Brenda O'Connor

    Brenda O'Connor

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
    • MA
    • MD
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NY
    • OR
    • PR
    • SC
    • TX
    • UT
    • VA
    • WA

    Brenda is a Senior Relationship Manager at UBS focusing on the highly customized wealth management solutions of large Canadian and US families. Brenda works with her clients to address needs ranging from pre-liquidity planning, lending, investment strategy and portfolio management, estate planning, and philanthropic advisory. Brenda joined UBS in 2015 and has over 13 years of industry experience. Brenda is a FINRA-Registered General Securities Representative, and holds the following Licenses: CIM, Series 7, 66.

    Brenda has a Masters of Business Administration from Cornell University in New York and an Honours Business Administration degree from the Richard Ivey School of Business in Ontario, Canada.

    Brenda resides in Miami, Fl.

    Sr Vice President- Financial Advisor, UBS International: 2020 – present

    Executive Director – Financial Advisor, UBS Canada: 2015 – 2020

    Vice President- Credit Suisse Private Wealth Management: 2010 – 2015

    Assistant Vice President- Citi Private Bank New York: 2007 – 2010

    Brenda was responsible for establishing and building out Credit Suisse’s private banking business in Canada. The team created the first true North American private banking solution for the wealthiest Canadian families. 

    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

        Estate planning strategies
        Philanthropy
        Exit planning
        Investing
        Custom portfolios
        Asset allocation
        Business owners
        Entrepreneurs
        550 Biltmore Way
        Coral Gables, FL 33134
      • Michael Eustace

        Michael Eustace

        Managing Director–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • DC
        • FL
        • IL
        • MA
        • MD
        • MN
        • MT
        • NC
        • NJ
        • NY
        • OR
        • PR
        • SC
        • TX
        • UT
        • VA
        • WA

        Michael Eustace has more than 25 years of wealth management experience. In terms of his professional credentials, Michael is a FINRA-Registered General Securities Representative, and holds the following Licenses: CIM, Series 7, 63, 65, Health and Life Insurance.

        Michael has achieved the Wealth Advisor designation offered to preferred advisors. He attended Concordia University in Montreal- Major: US and Canadian Political Science.

        Michael resides in Palm Beach, FL.

        Managing Director - Financial Advisor, UBS International: 2015 – present

        Director – Relationship Manager, Credit Suisse Securities USA LLC: 2009 – 2015

        Senior Vice President- UBS Private Wealth Management: 2004 – 2009

        Associate- Merrill Lynch Private Banking and Investment Group: 1996 – 2004

        Michael was responsible for establishing and building out Credit Suisse’s private banking business in Canada. The team created the first true North American private banking solution for the wealthiest Canadian families.  Michael's area of expertise is in advising the firm's corporate clients on managing both liquid and illiquid concentrated stock strategies in a customized manner that is aligned with their long term wealth management goals.

              Exit planning
              Business succession
              Investing
              Custom portfolios
              Asset allocation
              Lending services
              Entrepreneurs
              Family Offices
              1285 Avenue Of The Americas
              19th Floor
              New York, NY 10019
            • Anthony Solfaro

              Anthony Solfaro, CFP

              Authorized Officer

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • HI
              • IL
              • MA
              • MD
              • MN
              • MO
              • MS
              • MT
              • NC
              • NJ
              • NY
              • OR
              • PR
              • SC
              • TX
              • UT
              • VA
              • WA

              Anthony Solfaro has more than 7 years of wealth management experience. In terms of his professional credentials, Anthony is a FINRA-Registered General Securities Representative, and holds the following Licenses: Series 3, 7, and 66. He also has been accredited with the CERTIFIED FINANCIAL PLANNER™ designation in the industry. 

              Anthony is a graduate of University of Delaware, where he obtained a B.S. in Finance.

              Anthony resides in Delray Beach, FL.

              Financial Advisor- UBS International:2023- present

              Sr Wealth Strategy Associate – UBS International: 2016 – present

              Relationship Associate- Credit Suisse Securities USA LLC: 2015-2016

              Anthony's area of expertise is in building and monitoring dynamic financial plans for the team. He prides himself on the ability to navigate complex and advanced planning situations for Private Wealth Clients. He also contributes to the team by establishing relationships, constructing investment strategies, and asset gathering.

                  • CERTIFIED FINANCIAL PLANNER™
                  Financial planning
                  Exit planning
                  Investing
                  Asset allocation
                  Banking
                  Securities-backed lending
                  Business owners
                  Entrepreneurs
                  550 Biltmore Way
                  Coral Gables, FL 33134
                • peter-scott

                  Peter Scott

                  Associate Director

                  Senior Wealth Strategy Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • FL
                  • GA
                  • IL
                  • MA
                  • MD
                  • MI
                  • MN
                  • NC
                  • NJ
                  • NY
                  • OR
                  • SC
                  • TX
                  • UT
                  • VA
                  • WA

                  Peter Scott has more than 20 years of wealth management experience. In terms of his professional credentials, Peter is a FINRA-Registered General Securities Representative, and holds the following Licenses: Series 3, 7, and 66.

                  Peter is a graduate of the University of Wisconsin – Madison where he studied Finance and History, as well as receiving his MBA from Fordham University.

                  Peter resides in Port Washington, NY.

                  Sr Wealth Strategy Associate - UBS International: 2015 – present

                  Relationship Associate - Credit Suisse Securities USA LLC: 2009 – 2015

                  Associate - UBS Private Wealth Management: 2001– 2009

                  Pete's area of specialization is equity, fixed income, futures, commodities and options trading.  In addition, Peter oversees all restricted stock transactions, the margin/maintenance for security backed loans, and the settlement of all DVP, CMTA and local currency trades.

                        Investing
                        Custom portfolios
                        Asset allocation
                        Alternative investments
                        Cash management
                        Securities-backed lending
                        Entrepreneurs
                        Family Offices
                        1285 Avenue Of The Americas
                        New York, NY 10019
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                        Riley Kindley

                        Client Associate

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                                3801 PGA Boulevard
                                10th Floor
                                Palm Beach Gardens, FL 33410

                              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

                              Global leader

                              UBS is a world-leading wealth manager