Your future. Your legacy.

How can we help bring your vision to life?

Mother and children reading on couch

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Xuemei Wei, CFA®

Managing Director–Wealth Management

Financial Advisor

A native Chinese speaker with 17 years of experience in financial services, Xuemei focuses on private wealth management, serving ultra high net worth entrepreneurs, executives and family offices. She provides client centric strategies to help manage clients' financial assets and family legacies. She assists with clients' pre IPO planning such as trust planning, and post IPO investment management such as managing concentrated stocks, 10b5-1 plan, diversified portfolio management, liquidity management, and philanthropy investments.

Focused on your success
Today, Xuemei works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth. She understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, she has the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.

Registered States:
  • CA
  • FL
  • MA
  • NJ
  • NV
  • PA
  • WA


  • BA, Yunnan University
  • Master of Business Administration, Finance and Accountancy, California State University, Long Beach


  • Chartered Financial Analyst®

Financial planning
Retirement planning
Business succession
Equity plans
401(k) plan services
Multi-generational families
Women investors
Business Owners
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
  • (626) 405-8206

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Advice for business owners

Advice for business owners

Multi-generational families

Multi-generational families

Senior executives

Senior executives

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Portfolio management

Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.


Investment Management

Business transition and succession planning

Estate planning strategies


A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch

UBS AG, long-term senior secured debt rating. As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager