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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          80 South 8th Street
          Suite 2900
          Minneapolis, MN 55402
        • Matthew Cronin

          Matthew Cronin

          Senior Vice President–Wealth Management

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              • Chartered Retirement Plans Specialist℠
              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
            • Daniel Monahan

              Dan Monahan, CFP®, CPWA®

              Account Vice President

              Financial Advisor

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              Dan is the assistant to Senior Portfolio Manager, Matt Cronin. His first priority is to assists all clients with any of their day to day requests; such as trades, distributions, account updates, scheduling. Dan brings additional value to the team while helping Matt deliver comprehensive financial goals analysis' for his clients. He plays an integral role in this process by gathering client information, entering the data, finding solutions, and generating the plan.

              Dan has been in the financial services industry for over 6 years and holds the Charter Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. As a CRPC®, Dan has the knowledge and skills to help clients with all of their retirement planning questions.

              Dan lives in Minneapolis with his girlfriend and cat. He is a true outdoorsman and loves fishing, hunting, camping, and canoeing. Dan can also be found on the hockey ponds in the winter and on baseball diamonds in the summer.

                  • CERTIFIED FINANCIAL PLANNER™
                  • Chartered Retirement Planning Counselor℠
                  681 East Lake Street
                  Wayzata, MN 55391
                • Jack Healy

                  Jack Healy

                  Client Associate

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                  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

                    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.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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