Stewardship for a lasting legacy

Private Wealth Management

Your bold vision and careful stewardship of family wealth has achieved a deserved level of success. We understand the importance of all you have built, as well as your concerns about how it will endure. Now, beyond preserving your wealth, you may want to pursue additional possibilities.

We serve generations of accomplished clients nationwide with a combination of market experience, access to global resources and personalized service. We look at the big picture: By paying close attention to both sides of your balance sheet, we provide comprehensive multigenerational wealth management, estate and post-liquidity planning strategies and proactive investment management.

In the media

SRQ Magazine – “ In Conversation with Lakewood Ranch Leaders ” (March, 2021)

SRQ Magazine – “Living Lakewood" Experience Matters ” (September, 2020)

SRQ Magazine – “Navigating Financial Wellnes Amid Covid-19 ” (July, 2020)

Tampa Bay Newswire – “UBS Private Wealth Advisor Scott Zelniker Named to the 2020 Forbes/SHOOK List of Best-In-State Wealth Advisors ” (January, 2020)

Business Observer- “Financial teams merge to form new group ” (October, 2019)

Start the planning conversation

Private Wealth Management

Accessing the global resources of UBS

As a team that includes Private Wealth Advisors , we have the training, focus and deep understanding of complex wealth. We can help bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.

Advanced planning
Family Advisory
UBS Global Family Office
UBS institutional strategies

“When it comes to your future, you deserve a team that shares your vision, earns your confidence and provides the global access you need to pursue your goals.” — Molly Townsend

Learn more

Let’s talk legacy

Now’s the time to make your mark

Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy?

UBS. We are the world’s largest wealth management firm with a group dedicated solely to helping athletes avoid common missteps and pursue what matters most before, during and long after a professional career.

Download

Personalized access and service for diverse clients

Concierge service

A high-touch experience that builds lasting relationships

Thoughtful and accountable, we understand each client has a unique situation with diverse needs. Count on us for prompt attention, regular communication and relevant insights and information. This attention to detail has created strong bonds across generations and helped earn our clients’ lifelong trust.

A network of specialists. By working closely with your accountants, attorneys and trusted advisors, as well as our network of financial specialists within and outside UBS, we can incorporate all perspectives into one comprehensive approach.

A personalized client experience. Our clients rely on our proactive and consistent client service team for a host of financial and administrative needs. This means taking extra steps to provide customized reporting, help organize tax information or simplify daily financial and investment issues.

The strength of UBS. Our access to the global reach of UBS—one of the largest wealth managers in the world—gives us the perspective, diverse strategies and relevant guidance to help you move forward with confidence. UBS has been successfully managing its clients’ wealth for more than 150 years, with deep resources in investment, banking and asset management businesses.

“Clients we serve are busy and their concerns always take precedence. We take each client’s well-being personally—as if we were serving our own families.” — Jolene Tepedino