Dedicated wealth management for the long term
Redirect
888-702-9159
855-286-7962
UBS Financial Services Inc.
1200 Prospect Street
Suite 500
La Jolla, CA 92037
“In today’s world, you need to understand how all the pieces of your complex life can affect your pursuit of important financial goals. Our comprehensive planning provides you with a clear and consistent approach to managing your wealth.”
— W. Scott Meador
Backed by the extensive resources of UBS, The Chin-Meador Team provides seamless integration across your financial world. Our disciplined approach combines comprehensive guidance on the complexities of wealth management with targeted investment solutions specific to your goals.
Our highly personalized approach helps our clients simplify the challenges that come with protecting, growing and transitioning wealth. We offer the expertise needed to manage your complex financial needs and a commitment to understanding your goals wherever you are in life. Our thoughtful advice and education helps ensure your independence throughout our long-term relationship.
Financial planning
Does a financial plan go beyond my investments?
When we build a comprehensive financial plan, we start by listening and learning about you. Our goals-based approach to planning can help you see the connections between all aspects of your financial world.
Customized investing
Can my portfolio withstand market volatility?
Our team provides personalized investment strategies tailored to your needs. With direct access to the global resources of UBS, we can help you weather market uncertainty with timely perspectives, customized investment management and a fully integrated suite of financial solutions.
Proactive service
What can I expect from the team?
We are devoted to our clients, communicating regularly to set expectations, address concerns and resolve issues. Count on us to be:
- Accessible—you set the level of communication that’s right for your situation.
- Collaborative—our team works well together by making sure we keep you informed.
- Responsive—we keep you up to date about decisions regarding your accounts.
Disciplined process
How will we work together to reach my goals?
No matter what phase of life you are in or the complexity of your financial needs, we offer a flexible and disciplined process designed to work with you right now.
Our perspectives
Insights