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.

  • 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
        • KS
        • 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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          ElectionWatch 2024

          24 questions for the '24 US election

          Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

          The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

          Download the report

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          $5.9+ trn

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          As of 06/30/2024

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