Sarasota UBS Office Vision- That we are financial firm of choice in Sarasota for the High Net Worth and Ultra High Net Worth clients to entrust their future and their family's future. We provide an efficient, challenging and supportive environment for the advisors that serve these clients. That we engender the tenants of holistic Wealth Management, so that we have a deep understanding of what is really important to our clients and how to help them achieve those goals. That we ask the tough questions and leave no planning stones unturned. We are our client's proactive advisors acting as their advocate and quarterback, coordinating their Financial, Estate and Legacy Plans. What really shows through is that we care.