How can you pursue what matters most?

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Paul Corbeil - Profile Photo

    Paul Corbeil

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • ME
    • MI
    • MN
    • MS
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Paul Corbeil began his career in the financial services industry in 1989 and has been with UBS and its predecessor firms since 1993.  He is one of two Senior Portfolio Managers at TPG Wealth Management.  Paul was awarded the designation of Certified Portfolio Manager (CPM) in 2014, after completing the Academy of Certified Portfolio Managers' program at Columbia University, which is specifically designed for discretionary portfolio managers.  He is also a Chartered Mutual Fund Counselor (CMFC), a member of the UBS Portfolio Management Program (PMP) and continually seeks out new opportunities to expand upon his expertise.  Paul's responsibilities include overall portfolio construction, individual equity selection and relationship management.  He is a graduate of Ohio Wesleyan University, earning a Bachelor of Arts degree in Economics/Management.  Charitable endeavors are important to Paul and his family as they support a number of organizations, including those focused on veterans.

      • Ohio Wesleyan University, Bachelor of Arts degree in Economics/Management
      • Senior Portfolio Manager
      • Certified Portfolio Manager®
      • Chartered Mutual Fund Counselor℠
      43 Village Way
      Suite 201
      Hudson, OH 44236
    • James S. Yurak - Profile Photo

      James Yurak

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • IL
      • IN
      • KS
      • MA
      • MD
      • NC
      • NJ
      • NM
      • NY
      • OH
      • PA
      • SC
      • TX
      • WA
      • WI

      Jim Yurak has been a member of TPG Wealth Management since 2000.  His primary role with the team is to oversee the delivery of our wealth management process.  He is one of two Senior Portfolio Managers for our team and is also responsible for relationship management.  Jim earned the Certified Financial Planner (CFP) designation in 2004, which tests proficiency in all areas of personal finance, including financial planning, taxes, estate planning, and insurance.  Jim graduated with Phi Beta Kappa honors from Colgate University.  He volunteers as Treasurer of Hudson Community First, a local nonprofit organization promoting programs that enrich and support the lives of children and adolescents in the Hudson community.

        • Colgate University
        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER™
        • Senior Portfolio Manager
        43 Village Way
        Suite 201
        Hudson, OH 44236
      • Gregory C. Box - Profile Photo

        Gregory Box

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KS
        • NC
        • NJ
        • NY
        • OH
        • SC
        • TX
        • WI

        Greg Box has over 20 years of industry experience.  Prior to his career as a Financial Advisor, he was a former practicing CPA, as well as a former practicing estate planning attorney.  His experience in tax and estate planning is instrumental to TPG's holistic approach to financial planning for our clients.  Greg frequently acts as a liaison between our clients and their attorneys and accountants in an effort to maximize the benefits of a client's financial, estate, and tax plans.  Greg obtained his undergraduate degree from Canisius College in Buffalo, NY, and Juris Doctorate from The University of Akron School of Law.  Greg volunteers for The Rotary Club of Hudson serving our local community.

          • Canisius College, Undergraduate degree
          • The University of Akron School of Law, Juris Doctorate
          • Vice President - Wealth Management
          43 Village Way
          Suite 201
          Hudson, OH 44236
        • Amy Mcdonald - Profile Photo

          Amy McDonald

          Client Associate

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            Amy McDonald joined TPG in early 2014.  Upon graduating in 1991 from The Ohio State University with a B.S. in Business Administration with a concentration in Marketing, she began her financial services career with McDonald and Company Investments and continued working for a mutual fund wholesaler.  Amy primarily handles all of the marketing aspects for our team from planning and organizing client events and communication, as well as assisting our financial advisors and clients with administrative needs and financial reports.  Amy serves as an Ambassador for the Cleveland Chapter of The Karen Wellington Foundation for LIVING with Breast Cancer, a foundation that honors women and their families living with breast cancer with vacations and other FUN-only activities.

              • The Ohio State University, B.S. in Business Administration with a concentration in Marketing: 1991
                43 Village Way
                Suite 201
                Hudson, OH 44236
              • Delores Elliott - Profile Photo

                Delores Elliott

                Client Associate

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                • FL
                • NY
                • OH

                Dede Elliott joined our team in 2015.  From her prior management positions with Marriott ExecuStay and NetJets, she brings extensive customer service for high net worth clients to our team.  Dede is the key point person for assisting our clients and financial advisors and is responsible for most of the administrative processes on a day to day basis.  She has a Bachelor's degree in Business Operations from DeVry Institute.  She holds her Series 7 and 66 licenses.  Dede enjoys spending time with her three children and volunteers as a volleyball coach for Aurora Parks and Recreation.

                  • DeVry Institute, Bachelor's degree in Business Operations
                    43 Village Way
                    Suite 201
                    Hudson, OH 44236

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                  Estate planning strategies

                  Estate planning strategies

                  A team approach

                  A team approach

                  cover art of women's document

                  Women, wealth and well-being

                  The challenges women breadwinners face embracing their financial clout

                  Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                  We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                  Download the report

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                  UBS is a world-leading wealth manager

                  World's best bank

                  for wealth management

                  Euromoney Award for Excellence, 2020-2022

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                  for High Net-Worth clients

                  Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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