Architects of a lasting legacy Private Wealth Management

Connect with your Private Wealth Management team


phone

650-496-7487



address

775 Page Mill Road
Palo Alto, CA 94304



Smarter choices - delivered with experience, reason and conviction

As our clients' financial confidantes and trusted business strategists, we provide rigorous, objective analytics focused on matching return expectations with risk. Not only is this approach central to successful investing, it is also how we help these very discerning individuals weigh the pros and cons of their investment choices, avoid mistakes and feel confident with their decisions and their portfolios.

We believe service genuinely makes the difference between whether our relationship with you succeeds. With that in mind, trust that no matter what the market environment, we are working for you and with you, tireless in our efforts today and everyday going forward.


Vanessa Anderson and Jean Gannon have been recognized as industry leaders.

  • Barron's Top 100 Women Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016



Insights

 
 
Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
 
 
Mike Ryan, Chief Investment Strategist, Wealth Management Americas, gives his outlook for investors in the fourth quarter.

Art Cashin on the markets

Top of the Morning daily podcasts