Insight-based advice

Observatory on mountain top

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Retired couple

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.

  • Kenneth-Webster

    Kenneth Webster

    Senior Vice President–Wealth Management

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          95 State Street
          Suite 2210
          Salt Lake City, UT 84111
          kenneth.webster@ubs.com
          Kenneth Webster
          95 State Street,Salt Lake City,UT,84111
        • Cathleen-Wright

          Cathleen Wright

          Authorized Officer

          Senior Wealth Strategy Associate

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                95 State Street
                Suite 2210
                Salt Lake City, UT 84111
                cathleen.wright@ubs.com
                Cathleen Wright
                95 State Street,Salt Lake City,UT,84111

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              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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              UBS is a leading and truly global wealth manager

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