Experience and integrity. For every generation. Private Wealth Management
Delivering multigenerational experience and expertise
Throughout our nearly 150 years of collective experience— roughly 30 years per partner on average—our mission has remained the same: to proactively advise our clients on the wide range of issues that come with substantial wealth. Investing is a critical component to preserving and growing assets, but there is so much more that our clients need to address. We bring in expertise and resources to help guide our clients on such topics as advanced estate and tax planning strategy, philanthropic giving, family governance, risk management, financing and many other areas.
Serving the interests of our clients
Clients—ranging from entrepreneurs, real estate professionals and entertainers to established family offices for billionaires—have entrusted us with over $3 billion of assets. We see it as an honor and a privilege to advise our clients and have always put their interests first. Working with us, our clients can expect our complete commitment to their financial well-being and the uncompromising integrity, service and stewardship of a multi-family office. We are focused on the issues of importance to our clients, providing thoughtful, objective and transparent advice. Striving to be champions of our clients and their unique lives, our goal is to help them navigate issues of today confidently while create a legacy for tomorrow.
Calvert, McClellan, Wendorf & Chase
310-734-3876
888-843-6991
855-206-7948
UBS Financial Services Inc.
2000 Avenue of the Stars
7th Floor North
Los Angeles, CA 90067
Boutique feel, backed by the financial strength of the largest wealth management firm in the world
We are supported by the resources of the largest wealth management firm in the world,* UBS, and are part of a dedicated division for ultra high net worth clients, Private Wealth Management, enabling us to make our practice feel like a small boutique firm. Additionally, we are one of a select group of designated Family Office Consultants, based on our experience and expertise with clients who have over $100 million of assets, which gives our team and clients even greater access to the key people, resources and services within the firm.
* Scorpio Partnership’s “Global Private Banking Benchmark 2018”
The strength of UBS
One vision. More than 100 years.
In a competitive industry where wealth management advice abounds, we believe that we offer you a truly comprehensive collaboration. To us, UBS is where our clients are best served. Throughout its history of more than 100 years, UBS has had one vision—helping clients pursue lifelong financial well-being.
The power of access
Private Wealth Management
As Private Wealth Advisors within the exclusive Private Wealth Management division, we can access the full scope of UBS global resources to help our clients and their families fulfill their most important goals. Highly trained, we help address every dimension of your life and your wealth to develop a plan that’s truly personalized for you.
The value of our relationship
Working with Abrams, Calvert, McClellan, Wendorf & Chase
Our insight reflects our history of working with clients with different lives, professions and challenges. From multigenerational family offices to professional investors, corporations and entrepreneurs, we provide you with a deep level of advice and a broad solution set.
Ryan McClellan and William Calvert have been recognized as an industry leaders
- Ryan McClellan, Barron's Top 1,200 Financial Advisors, 2019
- Ryan McClellan, Forbes Best-In-State Wealth Advisors, CA, 2019, 2020
- William Calvert, Forbes Best-In-State Wealth Advisors, CA, 2020
- Ryan McClellan, Financial Times Top 400 Financial Advisers, 2016, 2017, 2018, 2019
Our perspectives
Insights