Tailored wealth advice

Professional guidance that helps inspire confidence

TriPoint Wealth Management

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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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Whether you’ve built your own business or helped steer a public or private company, you have specific financial needs. Your wealth may be concentrated in the value of the business or the company stock. When you’re ready to sell, retire or start a new venture, you want your family to be prepared as well.

Using your goals as a starting point, our team delves into the specifics of your compensation structure, business plan, family dynamics and tax situation to address your needs and give you confidence about the future.

  •  Michael John Tusing

    Michael John Tusing, CEPA, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Michael Thomas Huntsman Photo

    Michael Huntsman, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Thomas Hobbs

    Thomas Hobbs

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Mitch Tusing

    Mitch Tusing

    Client Service Associate

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  • Jessica Zorn Profile Photo

    Jessica Zorn

    Client Service Associate

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A focus on personalized access and service

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.

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Business transition and succession planning

Business transition and succession planning

Multigenerational planning

Multigenerational planning

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020