Why do clients choose Entwistle Partners?
We provide straightforward advice—tailored for the life you lead and your most important priorities. As a seasoned, multigenerational team within UBS Private Wealth Management, we've guided generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges. We are powerful financial advocates for women and millennials seeking clarity, education and collaboration to help inform their decisions and protect their future.
How do we do it?
We believe that even the most formidable wealth goals can best be achieved through a well-coordinated, well-implemented plan. Whether you're transitioning your business, your life after divorce or your career to a new level of success, we develop a plan that is uniquely yours. Committed to helping you make the right choices, and delivering the exceptional Private Wealth Management resources, service and stewardship you deserve, we'll help determine the best path for pursuing the goals that matter to you, your family and the future you're shaping.
For the goals that matter
With our team’s extensive private wealth background, we bring an experienced perspective to both financial and estate planning. We help prioritize your goals—from liquidity to legacy planning, establishing your proper asset allocation, managing risk and assessing your estate and charitable planning strategies.
Liquidity. Longevity. Legacy.
Our process begins with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Liquidity 0 – 3 years
To help maintain your lifestyle
- Entertainment and travel
- Purchasing a home
Longevity 4 years – lifetime
To help improve your lifestyle
- Healthcare and long-term care expenses
- Second home
Legacy now – beyond your lifetime
To help improve the lives of others
- Giving to family
- Wealth transfer over generations
Focused on asset allocation
Our investment management approach is grounded in preserving all that you have achieved, and helping to protect it for the next generation. We believe that tapping the collective wisdom of UBS, combined with independent due diligence, diversification and risk monitoring, is the foundation of financial success.
Our team works with you to determine an asset allocation strategy appropriate to your goals. We are nimble and flexible, honing in on the investment mix that’s most appropriate to your goals and comfort with risk.
Our investment process
By listening and aligning with your objectives, we focus on strategies that allow for sensible growth and help mitigate risk. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.
A long-term strategy
Our relationship is ongoing. So is our portfolio oversight. We monitor and adjust your plan to make sure your investment strategy is continually optimized. This helps ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs.
Built on exceptional service
We not only tackle the complex situation you face today but also help you plan strategically for the future you envision. Our full suite of services includes comprehensive planning, credit and lending, insurance and liability management, education planning and wealth transfer.
Family oriented environment
Families with significant wealth demand a flexible, customizable investment platform, along with a broad array of family oriented services where the highest priority is placed on establishing confidence and trust. We provide a dedicated organization to 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.
A network of professionals
Our team works closely together, communicating regularly, tapping each member’s expertise. We have built strong relationships with a wide array of experts, both inside and outside of UBS. In addition, we will work closely with your team of accountants and attorneys, leading the effort to develop one integrated approach.
Accessibility and accountability
Our trusted and highly experienced client service team fulfills a host of financial and personal needs. We help you stay connected to your entire world, from daily account issues, to setting up online services to handling statements and tax information. The result is a collaborative process that combines personal attention with informed strategies for tackling all your needs.