Insight for every stage of your business

Meeting in a office

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

When a business is transition-ready, it's value increases in the eyes of buyers.

- Jeff H. Wasson

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jeoffrey

    Jeoffrey H. Wasson, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Jeff joined UBS in 2008 and has been a financial advisor for over 22 years. As a wealth management advisor, he focuses in asset & liability management for families, corporations and foundations/ organizations. Jeff is committed to providing professional investment services and dedicated to building long term relationships with clients and family members. Based on years of experience, Jeff has a deep understanding of client needs and concerns. He has adopted a "bottom up" approach, beginning with a financial plan and ending with a tailored investment portfolio. He currently holds the series 7, 31, 63 and 65 securities licenses as well as licenses for life insurance and annuities.

    While born and raised in Ohio, Jeff has been a Phoenix resident since 1976. He and his wife Tracey have 3 boys, Clayton (16), Tucker (14) and Barrett (12). Jeff is active in the Phoenix community as a member of The Thunderbirds and has been coaching youth baseball for the past 12 years.

    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Certified Exit Planning Advisor
      • Portfolio Manager
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
    • Angela

      Angela M. Howard

      Senior Client Associate

      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KS
      • MA
      • MD
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      Angie has provided exceptional client service and has spearheaded all administrative needs for select financial advisory teams since 1998. Angie continues this outstanding service as a key member of The Schultz Group. Angie is a graduate from Northern Arizona University and holds her Series 6, 7, 63 and 66 licenses. Please contact Angie for any operational and administrative needs. Angie lives in Phoenix with her twins, Reese and Riley.

        • Northern Arizona University
          2575 East Camelback Road
          Suite 900
          Phoenix, AZ 85016
        Advice for business owners and entrepreneurs

        Advice for business owners and entrepreneurs

        Business transition and succession planning

        Business transition and succession planning

        Multigenerational wealth planning

        Multigenerational wealth planning

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights