$2.8 trillion
In invested assets globally
As of 06/30/2022
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:
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®, 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.
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
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
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.
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
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.
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
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
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.
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
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
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.
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.
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.
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.
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.
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:
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.
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.
$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
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