The Gunderson Embree Group is a multigenerational team of financial professionals who specialize in relationship management and financial planning. Louise, a nationally recognized Barron’s and Forbes Top Advisor, leads our team. Together, we bring perspective, clarity and skillful, hands-on problem-solving to our clients each day. Not only are we all patient listeners, but also passionate “doers” who get things done—and get them done right.
To us, it’s about discovering what you need to feel confident, comfortable and prepared for the future. We strive to develop a true connection with you, your family and your world—beyond your investment portfolio. It’s about “getting under the hood,” asking the right questions and then doing the hard work to help make our clients’ lives better. We believe it takes that level of commitment to build meaningful connections and relationships that last.
Deepening relationships every day
Exceptional service is our team’s day-to-day standard. When we say each of us is here for you, we mean it in every sense, from direct communication and 24/7 accessibility to sharing with you the moments and events that mean so much to you.
We are caring advocates who not only help you manage your planning and investing strategy, we help you navigate the ups and downs of life. We also build strong relationships outside of UBS. Giving back to the community is important to our team—from mentoring tomorrow’s women entrepreneurs and executives to supporting better hospital programs and expanding educational opportunities for the next generation.
Guiding you through life’s important decisions
A planning foundation
Financial planning can help you find answers to the questions that matter most about your life and your wealth so you can embrace the future more confidently.
We’ll dig deep to uncover the critical information to help us understand your entire wealth picture. We then create a “road map” to help safeguard your assets and pursue your specific goals. We believe our clients trust our due diligence and industry knowledge, counting on our transparency. Most importantly, they value the confidence that comes from having a flexible financial plan that evolves with them over time.
As a multigenerational team, we believe our perspective is relevant to clients of any age. But our advice is rooted in helping to protect family and legacy.
Each generation is important to us. In fact, we often establish relationships with our clients’ children, parents and even grandparents because every generation can benefit from financial advice in order to make informed decisions. We help them understand what they need to enjoy life today, prepare them for life tomorrow, preserve their wealth and create their legacy.
Having managed our clients’ wealth through multiple market cycles, we have developed a disciplined process for selecting investments and structuring your portfolio based on your goals.
We are prudent risk managers who believe that asset allocation and diversification can help steady your portfolio during periods of volatility and uncertainty. We proactively review your investment strategy, always striving to improve your portfolio’s performance and provide tangible results that align with your objectives. Should your circumstances change over time, or if new investment opportunities develop, we re-evaluate your asset allocation to ensure it still supports your goals.
Get involved. Own your worth.
Featured on “TheStreet”
Defining leadership in wealth management
Louise Gunderson has been recognized for her industry expertise and leadership.
Local and national media
- Forbes Best-in-State Wealth Advisor New York City (2018)
- Forbes America’s Top Women Advisors (2017, 2018)
- Forbes America’s Top Wealth Advisors (2017)
- Forbes Top 200 Wealth Advisors (2016)
- Barron’s Top 100 Women Financial Advisors (2007 – 2018)
- Barron’s Top 1,200 Financial Advisors (2014 – 2018)
- Barron’s Top 1,000 Financial Advisors in the U.S. (2009 – 2012)
- REP. magazine’s Top 50 Wirehouse Women (2017)
- Featured in Forbes – "How Top Wealth Advisor Louise Gunderson Pulls In Millennial Clients" (June 2018)
- Featured in The Wall Street Journal, The New York Times and Bloomberg News
- Featured guest speaker on Fox News and CNBC’s Squawk on the Street
Experience and passion focused on your needs