A plan for today, tomorrow and generations to come

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.

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.

Get started on your financial plan

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

60+

Years in business as a team

$400+ Million

Assets under management

What we do

A team approach

Each member of The Urie-Taylor Group has a specific role and responsibility. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges. Each generation of your family can rely on our high-touch service.

Simplifying your life
Whether you’re a time-stretched business owner or a risk aware retiree, simplifying your life is critical so you can focus on the things that are most important in your life.

Customized client service
We’re responsive and attentive. Our long-lasting relationships are built on steady and supportive service. Our entire team is on hand for you, offering regular contact, personal touch points, and ongoing reviews.

Bringing together the best resource
We are trusted by our clients to work directly with their CPA’s, attorneys, and other professionals. This close relationship with your other advisors, as well as our network of financial experts, means we can incorporate all perspectives into one integrated approach.

Safeguarding multigenerational wealth
Because we understand the connection between wealth and family, we’re committed to having a multigenerational impact on your life. Attuned to protecting the financial independence of your entire family, we can help structure a plan to preserve a family legacy that reflects your values.

Goals-based planning

Our solutions can be as unique as the families and business owners we work with. You articulate your goals, and we’ll help you figure out the steps for achieving them.

Investment management
Through our planning process, we determine your family's goals, growth/income needs, and comfort with risk.

Insurance
We view insurance as an important part of planning to help protect your family’s assets, replace income, and create a legacy for future generations. We analyze all your current policies to determine whether they meet current and future needs.

Strategic lending
We consider both sides of your balance sheet—assets and liabilities—to understand your entire financial picture. For those looking to access liquidity, we have financing solutions based on a fundamental belief that borrowing should be no less strategic than investing.

Managing life transitions
We are trusted to deal with our clients’ most sensitive financial issues. Whether that means adjusting for a growing family, education planning, selling a business and transitioning to retirement, or planning an estate.

Professional investment management

The Urie-Taylor Group's investment process is based on philosophies developed over decades of experience and market analysis. To defend against normal investor behavior, we focus on clients' needs over the day-to-day noise of the market. Using proper risk management centered on asset allocation, we invest for the long term and accomplish the goals set by our clients.

Customized portfolio management
We are qualified to offer discretionary management of your assets based on extensive portfolio management training, experience, and commitment to client service.

Managing risk
As discretionary portfolio managers, we tailor your asset allocation and risk management to your unique situation using a combination of equity, fixed income, and cash.

Sector Management
We compose the equity portion of your customized portfolio through a sector management approach. This method of investing allows us to diversify the portfoliowith exposure to all 11 market sectors.

Based on the economic cycle, paired with the resources and analysis of UBS Wealth Management, we adjust your portfolio's exposure to hold higher weightings of sectors that we believe will outperform the overall market.

Rebalancing
As a key component of our disciplined investment approach, we rebalance our portfolios on a quarterly basis. Rebalancing allows us to mitigate risk and overconcentration in any one market sector. By using this process, we are able to lock in gains and minimize loss in the future.

Essentially, this quarterly rebalance serves as a refresh to get your portfolio back to the proper asset allocation and sector weights.

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.