A plan for today, tomorrow and generations to come

Dali

Who we are

For over 60 years, The Urie-Taylor Group has been providing generations of families with comprehensive and customized wealth management. To us, it's about discovering what you need to feel confident, comfortable, and prepared for the future. We strive to develop a true connection with you, your family, and your world – beyond your investment portfolio.

Together, we bring a multigenerational view on financial management that allows our team to relate to you and all generations of your family. We listen closely to fully understand what you value most. Through our thoughtful planning process, we determine your family’s goals, growth/income needs, and comfort with risk. We work to define what success looks like for your family by ensuring you are asking the right questions.

The Urie-Taylor Group has been recognized by Forbes as a Best-In-State wealth advisor. We pride ourselves on responsive and attentive customer service every step of the way. We exceed the traditional sense of wealth managers as we are life advocates for our clients. As advocates for you, we get things done quickly and correctly.

It all comes down to not only delivering advice that is relevant to your life and financial success, but also delivering it in a format that can be easily understood and implemented.

- Dane Urie

Recognized by 1
leading financial publications

60+

Years in business as a team

$400+ Million

Assets under management


What we do

Team-Approach

A team approach

goals-based-planning

Goals-based planning

professional-investment-management

Professional investment management

Business transition and succession planning

Advice for business owners and entrepreneurs

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

Backed by the strength of UBS

A global leader in wealth management

Global leader

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

51 countries

Our global footprint

$3.1 trillion

In invested assets globally 
As of 03/31/2021