Your life. Your wealth. Your future.

Pursue what matters most

Thompson Katzaroff Group

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

Who we work with

Who we work with

Multigenerational planning

Multigenerational planning

The unique needs of athletes and entertainers

The unique needs of athletes and entertainers

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

#1

Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2022

#1

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

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