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.

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

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

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.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

51 countries

Our global footprint

$5+ trillion

In invested assets globally 
As of 11/07/2023