Integrity. Experience. Insight. Private Wealth Management

The Spinner Group Harlan B. Spinner, Wendy A. Spinner, Nathan Benjamin Hass, Kelly Chavira

The Spinner Group


phone

310-734-3880
310-734-3885



phone

855-208-7969



address

UBS Financial Services Inc.
2000 Avenue of the Stars
7th Floor North
Los Angeles, CA 90067



For more than 30 years, we have guided successful individuals, families, corporations and not-for-profit organizations in making the best financial decisions in every type of market environment. Our clients have benefitted from both our strategic understanding of complex wealth as well as the deep problem-solving expertise we bring to families, foundations, associations and endowments throughout the country. As Private Wealth Advisors and Institutional Consultants, our experience and training provide an ongoing source of insight and collaboration.

As a team, it’s our relationships that bring us the greatest satisfaction. Integrity drives us. Our passion for providing advice that changes people’s lives for the better and empowers institutions to achieve their mission makes every day meaningful. Whether you are the head of your governing board or the family you cherish, we’re committed to helping you confidently pursue your most important goals. We have one priority—earning your trust.


Harlan Spinner has been recognized as an industry leader.

  • Financial Times Top 401 Retirement Plan Advisers, 2015, 2016, 2017

Advice and solutions for
not-for-profits

We are strategic thinkers with specialized experience helping endowments and foundations keep their funding on track and their mission within reach.

Advice and solutions for
individuals and families

By exploring your unique life, the success you’ve created and your vision for your future, we’ll access the resources of UBS Private Wealth Management to deliver the solutions that best fit your life today—and for generations to come.



Insights

 
 

 

 

 

 
 

 

 

 

Building an investment plan

Creating a legacy that lasts