Understanding you, your family and your business

WCWM

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

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 Profile Photo

    Andrew Ruboyianes, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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.

      • University of Arizona, Communication and Business
      • CERTIFIED FINANCIAL PLANNER™
      • Wealth Advisor
      2840 E. Skyline Drive
      Tucson
      Tucson, AZ 85718
    • Jason Hamlin

      Jason Hamlin, CIMA, CRPC

      Senior Vice President–Wealth Management

      Financial Advisor

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      • 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

        • 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-Honan

        Stephanie Keeton Honan, CFP

        First Vice President–Wealth Management

        Financial Advisor

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        • 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

          • 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 Profile Photo

          Robert Lehnhardt, CFP

          First Vice President–Wealth Management

          Financial Advisor

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          • 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.

            • Northern Arizona University, B.S. Business Administration
            • CERTIFIED FINANCIAL PLANNER™
            2840 E. Skyline Drive
            Tucson
            Tucson, AZ 85718
          • Owen-Sweeney

            Owen Sweeney, Jr., CIMA, CPWA

            Senior Vice President–Wealth Management

            Financial Advisor

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            • 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

                • 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 Profile Photo

                Marnie Rose

                Senior Wealth Strategy Associate

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                • AZ
                • NY
                • OH
                • TX

                      2840 E. Skyline Drive
                      Tucson
                      Tucson, AZ 85718
                    Two men laptop

                    Our clients

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                    Our focus, your top concerns

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                    Specialized services

                    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

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