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Tunney Wealth Management Picture

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.

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.

  • Timothy W. Tunney Profile Picture

    Timothy Tunney

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • MO
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • UT
    • VA
    • WA
    • WV
    • WY
    Now in his seventh decade, Tim's seen a lot. That's both in life and on Wall Street. He's still having fun. And, he never plans to retire. What he enjoys most is the daily dialogue with clients. There, he gets to share the wisdom and good judgment that he believes is only acquired through experience.
     
    There's no substitute for experience. It's a process you can't shortcut, especially when you consider the unpredictability and volatility in the financial world and the speed at which things change today. And, because of that fast pace, we communicate with our clients daily, through our "Morning Call."

    Tim began his financial career in 1982. He specializes in fixed income investments, asset allocation and portfolio management. Tim works primarily with high net worth individuals and families, Bank Trusts, and Registered Investment Advisors. His practice is national. He's registered in 40 of the 50 states, and holds Series 7 and 63 licenses. Originally from the Midwest, Tim earned his degrees at Yale College (BA) and the University of Michigan (MBA). He became a CPA in 1973. Currently, he serves on the Orange County, CA Treasurer's Advisory Committee. Tim and his wife, Meredith are long-time residents of Coto De Caza, CA.  Both enjoy playing golf with friends and as a couple.  They have three adult children, four grandchildren and two golden retrievers.

      • Yale College , BA
        20 Pacifica
        Suite 1500
        Irvine, CA 92618
      • Peter A. Tunney Profile Picture

        Peter Tunney

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • ID
        • IL
        • IN
        • MA
        • MI
        • MN
        • MO
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SC
        • SD
        • UT
        • WA
        • WY
        Attracted by the prospect of working with individuals to help them make wise investment decisions, Peter became a financial advisor in 2006.  It was then that he first team up with his father, Tim.  He has worked alongside -and learned from - his dad for nearly a decade. Peter takes great pride in being a thorough and patient investment manager. He's developed and refined a process that continuously tracks the progress of clients’ portfolios along their financial journey. This gives them the confidence to spend more time attending to other important aspects of their lives.  Peter holds series 7,66, 31 and CA Insurance licenses. Born in Marin County, CA, he earned his BA in Political Science from Indiana University in 1994. Peter and his family reside in San Clemente. He enjoys playing guitar, surfing and spending time with his wife, Jessica, and their children, Charlotte and "J.R."

         

        CA Insurance License #0G02962

          • Indiana University, BA in Political Science
            Financial planning
            Retirement planning
            20 Pacifica
            Suite 1500
            Irvine, CA 92618
          • Jaime A. Lowry Profile Picture

            Jaime Lowry

            Senior Client Associate

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            • AK
            • AZ
            • CA
            • CO
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MD
            • MI
            • MN
            • MO
            • NC
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • RI
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime joined UBS Financials Services in 2008. She holds Series 7 and 66 licenses. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.

                  20 Pacifica
                  Suite 1500
                  Irvine, CA 92618

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                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.

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                As of 06/30/2022

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