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Wealth Management US

Napa, CA

Understanding Our Clients’ Needs and Goals

We believe that by taking the time to understand our clients’ needs and goals, we can provide the advice and service that you’re looking for. We offer a broad range of sophisticated products and services, designed to help our clients pursue their unique goals.

Build Your Business with Us

How can UBS be the best place for you to build your career? At the center of our business are our Financial Advisors and their relationships with clients. From investment banking to asset management services, our Financial Advisors have access to a broad array of resources to help clients pursue life’s important goals.

We are seeking successful, dedicated Financial Advisors who are looking to advance their careers. If you are interested in providing your clients with the strengths and capabilities of a global firm, UBS may be the place for you. Contact us today for details.

Learn about Our Branch
Shawn Macfarlan
Director
703 Trancas Street
3 + 4 Financial Plaza
Napa, CA 94558
707-254-1500
shawn.macfarlan@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS is developing a structure to repurchase auction preferred stock from clients
UBS announces estimated results for second quarter

Our Perspective
Corporate Profile CorporateProfile.pdf
The Making of UBS making_of_ubs.pdf (1141kb)
Key Considerations for Protecting Your Family's Future and Transferring Your Wealth estate_plan.pdf (307kb)
Making Confident Decisions About Your Retirement making_confident_decisions_about_ret.pdf (321kb)
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
IRAs at a Glance _4_IRAs_At_a_Glance.pdf (168kb)
Retirement Income Workbook - Creating the Retirement You Envision Retirement_Workbook_Q002_7_07.pdf (555kb)
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: Clouds on the horizon UBS Market Outlook (125kb)
A Conversation with Marten Hoekstra

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