Direct. Driven. Dedicated.

Private Wealth Management

Road

Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof.

Select business owners, real estate investors and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence.

Zamel WMG Team Photo 2

Zamel Wealth Management Group

"One of our primary goals is to keep things easy for our clients. They know we’ll come to them with solutions for their big decisions and then take care of everything else." 

- Aric Zamel

  • Aric Zamel photo

    Aric Zamel, CFP®, CPWA®

    Managing Director–Wealth Management

    Financial Advisor

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  • Yev Katkovsky photo

    Yevgeniy “Yev” Katkovsky, CIMA®

    Senior Wealth Strategy Associate

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  • Connor Wilhelm photo

    Connor Wilhelm, CFP®

    Senior Wealth Strategy Associate

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  • Silvia Hagoski photo

    Silvia Hagoski

    Client Service Associate

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  • Ari Benchimol

    Ari Benchimol

    Client Service Associate

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Columns

Investing and lending

Retirement travel

Retirement planning

Three generations on beach

Estate planning strategies

Private Wealth Management

We have a deep history working with high and ultra-high net worth clients. Many of our largest and most sophisticated clients, as well as their family offices, require bespoke and integrated advisory solutions. Our white glove service and deep access to the global resources, capabilities and leadership of UBS means our clients get the highly personalized attention of an extensive network of professionals:

  • Advanced Planning Group
  • Portfolio Advisory Group
  • Family Advisory and Philanthropy Services
  • Family Office Solutions Group

Backed by the strength of UBS

A global leader in wealth management

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

13.7%

CET1 capital ratio5
UBS is one of the world’s best-capitalized banks

5UBS Financial Reporting as of 12/31/2019

150 years

offering financial advice