The way forward

Today, tomorrow and for generations to come

Uehling

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Our approach is dedicated to helping to provide you and your family the guidance and insights you need to accomplish your goals. It all starts with a plan.

-

Financial planning for the future you envision

Whether we are advising an affluent family or helping to transition business ownership, we work closely together to create a fully integrated plan. Our disciplined approach, industry knowledge and deep, multigenerational experience has made a real impact on the lives of our clients. Here’s how:

• First and foremost, we are committed to our clients’ success
• We are trusted because clients know we always put their interests first
• Because of our high-touch, personalized experience, clients know we truly care about them

  • Carl Uehling Profile Photo

    Carl Uehling, CIMA

    Senior Vice President–Wealth Management

    Certified Investment Management Consultant

    • image
    • image
    • image
  • Mark Uehling Profile Photo

    Mark Uehling, CFP, CIMA, CEPA, CRPS

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

    • image
    • image
    • image
  • John Uehling Profile Photo

    John Carl Uehling, CFP

    Account Vice President

    Wealth Advisor

    • image
    • image
    • image
  • Tim Uehling Profile Photo

    Tim Uehling, CFP, CRPS

    CERTIFIED FINANCIAL PLANNER™

    • image
    • image
    • image
  • Sonia Lewandowski Profile Photo

    Sonia "Sunny" Lewandowski

    Senior Client Service Associate

    • image
    • image
  • Louise Masterson Profile Photo

    Louise Masterson

    Senior Client Service Associate

    • image
    • image
    • image

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Your lifelong financial plan. UBS Wealth Way

investments

Investment Management

Business transition and succession planning

Advice. Beyond investing.

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights