We focus on smart financial planning using a process that reflects real life—and the real you. Our conversations start and end with your financial goals and your life situation. And we explain everything in clear terms that help you connect your financial decisions to your objectives. It’s all about you—and it’s never a one-size-fits-all solution.

Life will zigzag in countless ways. We guide individuals, families, corporations and not-for-profit organizations in making their best financial decisions in every situation. Whether you are the head of your governing board or the family you cherish, we’ll be there to help you maintain the path to your goals through every curve and each surprise that life brings.

• Because we know you want to be heard. We are active listeners who are responsive to your concerns, because we want to build a lifelong, authentic relationship. We seek to earn your trust.
• You can ask us anything. We have information at our fingertips—which means that you have it, too. And we’ll provide answers to your unique questions, quickly.
• We love what we do, and we love helping people. We’re wealth planning professionals with deep knowledge, training, education and experience. We’re also skilled in breaking down the complexities into simple steps that are easy for you to act on.
• We’ve spent over 30 years focusing on making sure we’re the best at what we do. We feel we’re thorough and we do it right, down to the smallest details.
• We’re part of the community just like you. We believe in hard work the same way you do. And we are fully committed to always acting honorably and honestly to benefit you and your family.

We use a disciplined yet flexible process that lets us fully understand your present and future goals—and the best way to pursue them. Because each financial choice you make can have a ripple effect on different areas of your life, we explore every angle and analyze all potential outcomes.

We put the global resources of UBS to work for you, bringing you timely perspectives, customized investment management and a fully integrated suite of financial solutions. Our focus, discipline, process and experience are supported by the global research capabilities and intellectual capital of UBS. We use our deep knowledge and comprehensive services to help you navigate an unpredictable market and seize new opportunities, protecting and growing all that you’ve worked so hard to build:

Customized portfolio management. We offer a variety of responsive strategies that enable us to build custom portfolios specific to your situation. Serving as your discretionary portfolio manager or by working with select money managers, we offer a broad array of investments that help match your objectives and risk preferences.

Prudent asset allocation. Our comprehensive due diligence and planning process helps to determine your and your family’s goals, growth and income needs, and tolerance for risk. We then craft an asset allocation that supports your financial plan, seeks to lower volatility, and responds to market changes and takes advantage of new investment opportunities.

Open access and focused research. We provide 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 research.

Multigenerational strategies for your family’s wealth. We can work with you across multiple generations to create a dialogue that engages and guides your family members to protect and preserve your legacy. We are positioned to address your family’s needs, ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits.