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.

Chess board

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
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    • DC
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    • GA
    • IA
    • IN
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          80 South 8th Street
          Suite 2900
          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
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          • MN
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              • Chartered Retirement Plans Specialist℠
              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
            • Jack Healy

              Jack Healy

              Client Associate

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

              Jack is the assistant to Senior Portfolio Manager, Matt Cronin, and Senior Wealth Strategy Associate, Dan Monahan. His first priority is to assist clients with any of their day to day requests; such as trades, distributions, account updates, and scheduling. Jack aims to provide the highest level of service you come to expect from UBS.

              Jack started his professional career in finance after graduating from the University of Wisconsin-Whitewater in December of 2016, receiving a degree in Finance. Jack is a registered client service associate, eager to help clients in any capacity.

              When not in the office, Jack can be found on the rugby pitch, playing for a local men's team Metropolis rugby club. If Jack is not playing rugby, he can be found coaching the Edina Hornets High School Team.

                • University of Wisconsin-Whitewater, Finance
                  80 South 8th Street
                  Suite 2900
                  Minneapolis, MN 55402

                Focus on liquidity management

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                UBS and Credit Suisse—stronger than ever

                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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