Experience Makes all the difference
Our team has a combined 160 years of experience in Wealth Management. Drawing on our experience and powerful global resources with solutions designed for all market environments, we provide insightful and comprehensive wealth management to a select number of clients with at least $5 million of investable assets. The complexities that wealth often creates, demands a well-designed and multifaceted planning process and implementation.
Most financial plans are incomplete and prone to failure. We connect the dots to ensure you are protected and your ambitions are strategically aligned with your legacy. We employ a dynamic process focusing on financial planning, risk management, asset protection, charitable giving strategies, and estate planning. The solutions we provide our clients are tailored to their unique situation and give them the best opportunity to achieve their goals. With the strength and capabilities of UBS, we are well positioned to guide clients confidently toward their goals.
Duncan E. McAllister, CFP®, CRPC®
Gary Pratt
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Wealth Advisor
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425-451-2319