Lasting relationships. For all that matters

A team of rowers rowing a boat

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Two women laptop

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.

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    Jessica Nicole Wert

    Account Vice President

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • ME
    • MN
    • MO
    • NC
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • SC
    • TX
    • VA
    • WA
    • WI

          4800 N Scottsdale Road
          Suite 4500
          Scottsdale, AZ 85251
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          Todd Wert

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • FL
          • HI
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • ME
          • MN
          • MO
          • NC
          • ND
          • NE
          • NM
          • NV
          • NY
          • OH
          • SC
          • TX
          • VA
          • WA
          • WI

              • Portfolio Manager
              4800 N Scottsdale Road
              Suite 4500
              Scottsdale, AZ 85251

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational 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