$7 trn
UBS Group invested assets
As of 12/31/2025
Toregas Wealth Management exists to help accomplished individuals and families navigate financial complexity with clarity and intention. In an environment where wealth decisions carry long‑term consequences, our clients seek an advisor who brings perspective, discipline, and a deep understanding of both their professional and personal lives.
Toregas Wealth Management is founded on three core pillars: Investment Consulting, Advanced Planning, and Professional Relationship Management.
We deliver these pillars through a seven‑step consultative process, designed to create alignment, accountability, and confidence. This approach allows us to identify what matters most, implement strategies with intention, and adapt as markets, careers, and family dynamics evolve.
We specialize in working with founders, business owners, and senior executives in the Aerospace, Defense, and Government Technology industries, where concentrated equity, exit planning, and industry-specific complexity often require proactive, specialized guidance.
Whether you are a space executive seeking to diversify or protect a concentrated stock position in a tax‑efficient manner, a precision manufacturing business owner focused on maximizing enterprise value and executing pre‑liquidity planning, or a family designing long‑term generational wealth strategies, we serve as a partner through life’s most consequential financial decisions, bringing foresight, coordination, and disciplined execution at every stage.
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.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
Looking past peak uncertainty with insights in four key areas: macroeconomics, operational considerations, policy, geopolitics and politics, and markets and corporate transactions.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
Generative artificial intelligence (genAI) has the potential to transform industries. We view this technology transition as a platform shift, owing to the underlying performance of the technology and its ubiquitous applicability.
We believe culture will be a key determinant as to which firms capture the value from genAI rather than be disrupted by it over the long term.
We work with clients nationwide to help them achieve their financial goals and set them up for everlasting prosperity. With offices located in New York City and Los Angeles we are a unique coast-to-coast practice with clients located throughout the United States.
NMLS #646233
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Wealth Planning Strategist
Executive Director
Senior Wealth Strategist
Director
Wealth Planning Specialist
NMLS #646233
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Wealth Planning Strategist
Executive Director
Senior Wealth Strategist
Director
Wealth Planning Specialist
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2025
