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.

  • image

    Jessica Nicole Wert

    Account Vice President

    Financial Advisor

    • image
    • image
    • image
    • 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
        • image

          Todd Wert

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • 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

            Why does A.I. in space matter?

            ElectionWatch: The race, world, and investments

            Tree

            UBS and Credit Suisse—stronger than ever

            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

            Backed by the strength of UBS

            A global leader in wealth management

            $5+ trillion

            In invested assets globally 
            As of 11/07/2023

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

            Insights