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.

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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
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • MA
    • ME
    • MN
    • MO
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

          2575 East Camelback Road
          Suite 900
          Phoenix, AZ 85016
          jessica.wert@ubs.com
          Jessica Nicole Wert
          2575 East Camelback Road,Phoenix,AZ,85016
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          Todd Wert

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • IL
          • IN
          • KS
          • KY
          • MA
          • MN
          • MO
          • ND
          • NE
          • NM
          • NV
          • NY
          • OH
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA

              • Portfolio Manager
              2575 East Camelback Road
              Suite 900
              Phoenix, AZ 85016
              todd.wert@ubs.com
              Todd Wert
              2575 East Camelback Road,Phoenix,AZ,85016

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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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