UBS Financial Services Inc., has a long history in the Napa Valley.  The office traces its orgins to the 1950's.  Over that time period we have witnessed the growth of our local economy and the explosion of our "World Famous" wine industry.  Our Financial Adviosrs, on average, have over 20 years of experience advising clients.  In many cases we are now working with secound and third generations of our original realtionships.  

As a leading global financial institution, UBS has a responsibility to share its financial resources and human talents within the local community. Our Napa office depends on the dedication of our employees, who financially support and participate in numerous volunteer activities in the Napa area, including: Amnesty International, American Red Cross, Boys and Girls Club, Community Projects, Dry Creek Lokoya Fire Department, The Gasser Foundation, Leukemia & Lymphoma Society, Napa Youth Soccer League, Ronald McDonald House, Rotary Club of Napa, and Ag 4 Youth.

We welcome the opportunioty to understand your situation and assist you with Advice Beyond Investing.