Lasting relationships. For all that matters

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.

  • William Meyer

    William Meyer

    Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IN
    • KS
    • KY
    • ME
    • MI
    • MN
    • MO
    • ND
    • NM
    • NY
    • OK
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

          80 South 8th Street
          Suite 2900
          Minneapolis, MN 55402
          william.meyer@ubs.com
          William Meyer
          80 South 8th Street,Minneapolis,MN,55402
        • Matthew Cronin

          Matthew Cronin

          Managing Director–Wealth Management

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          • AK
          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • IA
          • IL
          • IN
          • KS
          • KY
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NJ
          • NM
          • NY
          • OK
          • OR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI

              • Chartered Retirement Plans Specialist℠
              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
              matt.cronin@ubs.com
              Matthew Cronin
              80 South 8th Street,Minneapolis,MN,55402
            • Jack Healy

              Jack Healy

              Wealth Strategy Associate

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              • AZ
              • CA
              • CO
              • FL
              • IA
              • IN
              • MI
              • MN
              • MO
              • ND
              • NM
              • NY
              • OR
              • RI
              • SD
              • TN
              • TX
              • WA
              • WI

              Jack and the Twin Cities Wealth Management Team provide comprehensive wealth management services, including retirement planning, investment management, estate planning, and risk management. Jack builds long-lasting relationships with clients based on trust, integrity, and transparency. He believes in gaining a deep understanding of client’s goals in order to provide personalized financial advice. Whether you are an entrepreneur looking to exit a business, a high net worth individual looking to pass down generational wealth, or a corporate executive with a stock compensation plan, Jack will help you on your financial journey every step of the way.

              Jack started his professional career with UBS after graduating from the University of Wisconsin-Whitewater in 2016, receiving a degree in Finance.

              When not in the office, Jack can be found on the golf course, fishing, or spending time with family and friends. Jack lives in St. Louis Park with his fiancé, Sarah, and dog, Blueberry.

                • University of Wisconsin-Whitewater, Finance
                  80 South 8th Street
                  Suite 2900
                  Minneapolis, MN 55402
                  jack.e.healy@ubs.com
                  Jack Healy
                  80 South 8th Street,Minneapolis,MN,55402

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                UBS and Credit Suisse—stronger than ever

                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

                Download the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.8+ trn

                UBS Group invested assets
                As of 03/31/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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