“The depth of our experience has given us a rounded perspective on all aspects of wealth management. We strive to always offer advice that is relevant to your life and focused on your success.”
— Glenn Garvin
With the experience to manage your entire financial life and a commitment to engaging each generation of your family, The Garvin Financial Team offers the thoughtful perspective and proactive guidance you need to meet your goals. We strive to be your personal financial advocates, providing the kind of proven solutions that build lasting relationships.
Our entire team is dedicated to understanding your distinct financial needs and protecting the lifestyle you have so carefully built. We provide a multigenerational clientele of business owners, entrepreneurs, retirees and affluent families with financial planning and personalized investment services in every market condition.
Who we are
Aligned with your objective
We are dedicated to serving your family. Like you, we have raised children, put kids through college and cared for elderly parents. We take the time to understand your family wealth dynamics, educate each generation of your family and help you make the best possible decisions.
We believe that we can only earn your trust as your Financial Advisor by becoming truly aligned with your objectives, values and financial needs. We have found that the more we know about you, your family and your personal needs, the better our chances for creating value for you from your relationship with us. By meeting your expectations, we hope to earn a level of trust that would never be questioned should you ever refer friends or family to us.
“From our family to your family, we’re committed to developing long-lasting relationships by providing the kind of trusted investment guidance and personalized service that builds confidence.”
— Chris Garvin
What we offer
Planning and investment management
With a depth of experience that gives us a holistic perspective on the marketing and life, we deliver independent, objective financial guidance to an select group of individual and familiies.
Our process for creating relevant financial solutions is built on a clear understanding of your financial goals, the knowledge and expertise to offer practical solutions and the wisdom to help you make the right decisions.
Clients come to us with a range of financial challenges. Collaborative and compassionate, we take the time to fully understand your unique financial situation and deliver a plan that fits with your specific needs:
- It all starts with a plan.
Our team provides comprehensive financial planning focused on understanding your unique vision for the future. Whether you are navigating life’s milestones, managing business transitions or planning your legacy, we offer realistic guidance that grows with your needs.
- An integrated approach.
Our full suite of services—including comprehensive planning, investment management, credit and lending, insurance and liability strategies, education planning and wealth transfer—offers solutions to the complex situation you may face today and helps you plan strategically for the future you envision.
- Executive wealth planning.
We are well-positioned to help corporate executives and their families with the financial planning they need to get the most from their compensation plans. Our customized planning services integrate company benefits and compensation strategies—including plan distribution, deferred compensation and stock options—with your personal financial life.
- Multigenerational strategies.
We offer guidance in making wise estate and philanthropic decisions and developing an actionable plan that includes wealth transfer solutions and guidance for helping children and heirs understand the value of their assets.
Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.
- Tailored, discretionary portfolio management.
We care about people, not just their assets. That’s why we build customized portfolios, homing in on the investment mix that’s most appropriate to your goals and comfort with risk.
- Asset allocation.
We believe that allocation to each investment class should be directed by age, need, objective and risk tolerance. Our team works with you to determine an asset allocation strategy that is valueoriented, focused on the long term and appropriate to your goals.
- Open access and operational excellence.
We offer access to an open platform of premium financial solutions both within and outside of UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused analysis.
- Research and analysis.
We offer our clients the latest in market research and financial insights. We believe information is most useful when it provides context and empowers you to make informed and confident decisions.
“Understanding what is important to you and your family is essential to determining how we can help you achieve your goals. That’s how we deliver advice that is relevant to your personal and financial success.”
— Mark Swenson
Committed to accessibility and communication
Exceptional service is essential to a successful relationship. Thoughtful and accountable, we understand each client has a unique situation with diverse needs. That’s why we listen carefully, so we can proactively uncover opportunities.
- Personal attention.
Our clients rely on us to be accessible and responsive, always striving to provide the utmost in personalized service. Count on us for prompt attention, regular communication and relevant insights and information.
We like to review your investments with you on a regular basis. Between meetings, we will monitor your holdings and advise you if there is a material event that affects any of your investments. We will make available timely forecasts, newsletters and thematic reports designed to keep you abreast of the market.
We provide comprehensive investment reviews of your financial assets and related income. These reviews are an excellent planning tool and are available free of charge on request or at regular intervals (monthly, quarterly, semi-annually or annually) depending upon your needs. If you are actively involved in day-to-day market developments, we can provide you with online access to your account and our research.
- A network of resources.
We work closely with your accountants, attorneys and trusted advisors as well as our network of financial specialists within and outside UBS, so we can incorporate all perspectives into one integrated approach.
- UBS and The Gavin Financial Team.
We draw upon the heritage of UBS AG, one of the world’s leading wealth management firms. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective and resources.
“Our approach goes above and beyond the expected. We treat our clients as we would our own family.”
— Jennifer Garvin
The Garvin Financial Team has been recognized as industry leaders
- Chris Garvin, Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018
- Chris Garvin, Barron's Top 1,000 Financial Advisors, 2012, 2013
- Mark Swenson, Forbes America's Top Next-Generation Wealth Advisor, 2018