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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    • AK
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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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          • AZ
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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
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              UBS Year Ahead 2025

              Roaring 20s: The next stage

              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

              Read the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

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              Global leader

              UBS is a leading and truly global wealth manager

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