A plan for today, tomorrow and generations to come


Who we are

For over 65 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.

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


Years in business as a team

$450+ Million

Assets under management


Advisors on the team

What we do


A team approach


Goals-based planning


Professional investment management

Business transition and succession planning

Advice for business owners

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

51 countries

Our global footprint

$5.8+ trn

UBS Group invested assets
As of 03/31/2024