Understanding you, your family and your business

West Coast Wealth Management works with a select number of business owners, entrepreneurial minded clients and families who value our ability to understand their professional and personal ventures.

Count on us to:

Manage your family’s wealth in line with your greater purpose and values
Coordinate your financial aspects so you can focus on your personal and professional priorities
Help you live the life you desire

Start the conversation

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.

Andrew Ruboyianes, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Andrew Ruboyianes, CFP®, discovered a love for finance while growing up in the industry under the wing of his father (Jim) who has been with what is now UBS for 38 years. As a youth Andrew was an accomplished athlete, Eagle Scout and The Vice President of National DECA. After completing an undergraduate degree in communication and business from the University of Arizona, he joined his father at UBS as a financial advisor. Andrew has gone on to complete the Wealth Advisor designation at UBS and has become a CERTIFIED FINANCIAL PLANNER™ Practitioner.

Andrew is married to Alexia who he met at church at an early age. Together they love to run, cook and spend time with their three children.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Arizona, Communication and Business
- CERTIFIED FINANCIAL PLANNER™
- Wealth Advisor
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718
Jason Hamlin, CIMA, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- TX
- VA
- VT
- WA
- WI
- WY
Jason is a Wealth Advisor, Chartered Retirement Planning Counselor™ and Certified Investment Management Analyst™. Jason earned his CIMA designation from the Wharton Business School as part of the Investment Management Consultants Association. He has been with UBS for 16 years.

Jason has served on several non-profit boards, including the Woodland Park Zoo, Matanuska Telephone Association and Community Health Center of Snohomish County. He was President of the Greater Wasilla Chamber of Commerce where he earned awards for Business Person of the Year and Top 40 Under 40.

Jason and his wife of 25 years have three active boys. He likes to coach youth sports, hike, play guitar and cheer for Seattle sports teams with his family.

CA Insurance License - 0K37275
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Washington State University, Bachelor of Arts, Business Administration
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
- Wealth Advisor
- Chartered Retirement Planning Counselor℠
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
Stephanie Keeton Honan, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Stephanie is a Wealth Advisor and Certified Financial Planner™. Her background in wealth management services includes high net-worth planning, charitable giving and business retirement programs. She has lead investor workshops on employee stock options and investing for women.

Stephanie earned a B.A. in political science from Washington State University. Her passion for animals has lead her to help with fundraising for animal advocacy organizations. Stephanie lives in Magnolia with her husband and her pets and enjoys time spent at their second community in Sun Valley.

CA Insurance License # 0M74803
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Washington State University, B.A. in Political Science
- CERTIFIED FINANCIAL PLANNER™
- Wealth Advisor
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
Robert Lehnhardt, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WY
I began my career in financial services in 1986 after earning a Bachelor of Science degree in Business Administration from Northern Arizona University. I came to UBS in 2012 after a 16 year career at Merrill Lynch. I was the Associate Resident Director for the Merrill Lynch office in Green Valley AZ from 2007 to 2010. Previously I worked for First Interstate Bank of Arizona.

My relationships with my clients are long term and are built on understanding and meeting their unique needs. In my relationships with my clients I often provide them advice that goes beyond investment management.

I provide my clients with core investment strategies and provide them with tactical asset allocation.

My wife Lisa and I live in Tucson Arizona. We are active in our church community and in our spare time we enjoy the outdoors of all of the Southwest.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Northern Arizona University, B.S. Business Administration
- CERTIFIED FINANCIAL PLANNER™
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718
Owen Sweeney, Jr., CIMA, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Owen is a Chartered Private Wealth Advisor™ and Certified Investment Management Analyst™. He has 34 years of experience as started at UBS November 1987.

Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people.

Owen splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.

CA Insurance License # 4256828
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
- Certified Exit Planning Advisor
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
Marnie Rose

Senior Wealth Strategy Associate
View bio
- AZ
- NY
- OH
- TX
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718

Andrew Ruboyianes, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Andrew Ruboyianes, CFP®, discovered a love for finance while growing up in the industry under the wing of his father (Jim) who has been with what is now UBS for 38 years. As a youth Andrew was an accomplished athlete, Eagle Scout and The Vice President of National DECA. After completing an undergraduate degree in communication and business from the University of Arizona, he joined his father at UBS as a financial advisor. Andrew has gone on to complete the Wealth Advisor designation at UBS and has become a CERTIFIED FINANCIAL PLANNER™ Practitioner.

Andrew is married to Alexia who he met at church at an early age. Together they love to run, cook and spend time with their three children.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- University of Arizona, Communication and Business
- CERTIFIED FINANCIAL PLANNER™
- Wealth Advisor
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718
Jason Hamlin, CIMA, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- TX
- VA
- VT
- WA
- WI
- WY
Jason is a Wealth Advisor, Chartered Retirement Planning Counselor™ and Certified Investment Management Analyst™. Jason earned his CIMA designation from the Wharton Business School as part of the Investment Management Consultants Association. He has been with UBS for 16 years.

Jason has served on several non-profit boards, including the Woodland Park Zoo, Matanuska Telephone Association and Community Health Center of Snohomish County. He was President of the Greater Wasilla Chamber of Commerce where he earned awards for Business Person of the Year and Top 40 Under 40.

Jason and his wife of 25 years have three active boys. He likes to coach youth sports, hike, play guitar and cheer for Seattle sports teams with his family.

CA Insurance License - 0K37275
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Washington State University, Bachelor of Arts, Business Administration
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
- Wealth Advisor
- Chartered Retirement Planning Counselor℠
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
Stephanie Keeton Honan, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Stephanie is a Wealth Advisor and Certified Financial Planner™. Her background in wealth management services includes high net-worth planning, charitable giving and business retirement programs. She has lead investor workshops on employee stock options and investing for women.

Stephanie earned a B.A. in political science from Washington State University. Her passion for animals has lead her to help with fundraising for animal advocacy organizations. Stephanie lives in Magnolia with her husband and her pets and enjoys time spent at their second community in Sun Valley.

CA Insurance License # 0M74803
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Washington State University, B.A. in Political Science
- CERTIFIED FINANCIAL PLANNER™
- Wealth Advisor
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
Robert Lehnhardt, CFP

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- SD
- TN
- TX
- VA
- VT
- WA
- WI
- WY
I began my career in financial services in 1986 after earning a Bachelor of Science degree in Business Administration from Northern Arizona University. I came to UBS in 2012 after a 16 year career at Merrill Lynch. I was the Associate Resident Director for the Merrill Lynch office in Green Valley AZ from 2007 to 2010. Previously I worked for First Interstate Bank of Arizona.

My relationships with my clients are long term and are built on understanding and meeting their unique needs. In my relationships with my clients I often provide them advice that goes beyond investment management.

I provide my clients with core investment strategies and provide them with tactical asset allocation.

My wife Lisa and I live in Tucson Arizona. We are active in our church community and in our spare time we enjoy the outdoors of all of the Southwest.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Northern Arizona University, B.S. Business Administration
- CERTIFIED FINANCIAL PLANNER™
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718
Owen Sweeney, Jr., CIMA, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Owen is a Chartered Private Wealth Advisor™ and Certified Investment Management Analyst™. He has 34 years of experience as started at UBS November 1987.

Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people.

Owen splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.

CA Insurance License # 4256828
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
- Certified Exit Planning Advisor
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
Marnie Rose

Senior Wealth Strategy Associate
View bio
- AZ
- NY
- OH
- TX
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718

Our clients

Our team serves a select number of wealthy individuals and families, so you can receive the attention you expect and deserve. We also draw upon our global experience and financial strength to help meet all your sophisticated needs.

Families

Specialists to help you sustain your family wealth, plan for the future and manage all of life’s transitions.

Business owners/Entrepreneurs

Advice and comprehensive services to help you navigate executive wealth and every stage of the business lifecycle.

Our focus, your top concerns

Protect what you’ve earned

You’ve worked hard to earn your wealth and we want to help you keep it. We help you mitigate potential risks.

Liability management
Life insurance needs analysis
Cash flow analysis
Asset allocation modeling and forecasting
Concentrated position management
Long term care protection
Disability income coverage review
Proper titling and beneficiary designation
Account and personal information protection
Pre-liquidity concerns

Enhance your wealth

Utilizing a goals-based approach, we structure your investments to keep up with inflation, plan for expenses and to minimize the tax impact on those returns.

Advanced planning
Goals-based investment strategies
Personalized tax management
Securities-based and tailored lending solutions
Private investments
Structured solutions

Build your legacy

A key focus for many of our clients includes a thoughtful asset transfer strategy. A comprehensive financial plan can help ensure those assets are preserved in an efficient manner and transferred to future generations and charitable organizations according to your wishes, minimizing tax impact and expense.

Estate and legacy plan coordination
Trust services
College funding strategies
Business succession planning

Support causes you care about

We work with you to establish a tax-efficient estate and legacy planning strategy. When appropriate, we collaborate with tax and legal experts to help you achieve your specific charitable giving goals.

Family foundations and endowments
Efficient direct gifting
Donor-advised funds
Sustainable and impact investing strategies

Specialized services

Institutional clients

Endowments, foundations, reserve funds and retirement plan sponsors come to us with a range of financial challenges. Our team understands the specialized issues you face and know how to address your needs with a comprehensive approach.

We have more than three decades of experience providing insight and advice to investment committees and trustees for a variety of organizations. We see our role as problem-solvers who take the time to fully understand your organization’s unique financial situation and deliver a plan that fits with its specific needs.

Fiduciary acknowledgment
Investment policy planning assistance
Asset allocation modeling
Investment strategy identification
Ongoing consulting and performance measurement

Sustainable investing

Our clients increasingly want to use their wealth to drive positive change in society. Investing sustainably is a powerful and effective way to achieve this without having to compromise your financial return.

Investors interested in sustainability are seeking broad alignment between their personal mission, the goals of their investments and the assets that support them. Each asset class—including equities, fixed income and alternative investments—has sustainable options that achieve risk and return outcomes as good or better than conventional investments. Frequently requested methods include:

Customized or broad Environmental Social and Governance (ESG) screening
Category exclusions
Carbon neutral investing
Shareholder advocacy
Impact investing

Life transitions

When facing the uncertainty and stress of divorce, a business transition or the loss of a loved one, the assistance of a knowledgeable and experienced Financial Advisor can be critical to evaluating options, making important financial decisions and achieving the results you deserve.

Women and wealth. A number of our clients are successful women who trust us to deal with their most sensitive financial issues. We help them navigate the financial and legal hurdles they may face professionally when starting a business or new career, or personally during a separation, divorce or loss of a loved one.
Sale of a business. When you need to raise capital, sell your business or manage the liquidity from a sale, we can provide the technical expertise for handling all the details and ensuring your transactions are carried out smoothly and efficiently.
Entering retirement. We offer comprehensive retirement strategies to help you maximize your employer benefits, optimize social security and address retirement income gaps to help ease concerns about how long you will need to draw your funds in retirement.
Need for long-term care. We help you address the potential significance of rising healthcare costs by objectively analyzing your current insurance policies such as life, long-term care and disability insurance to help ensure they meet your current and future needs.

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

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

Understanding you, your family and your business

Pursuing your goals together

Andrew Ruboyianes, CFP

Jason Hamlin, CIMA, CRPC

Stephanie Keeton Honan, CFP

Robert Lehnhardt, CFP

Owen Sweeney, Jr., CIMA, CPWA

Marnie Rose