Beyond investments A plan for all your goals

Wayzata, MN Branch Office




681 East Lake Street
Suite 354
Wayzata, MN 55391

At our branch, we recognize that it's a different world today. That's why it's so important for you to choose a financial advocate who can offer the advice you need to confidently embrace the future. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan to make sure that all of your assets are working together toward the goals you've set. Our clients are truly our most valued assets.

Energy, talent and commitment. We believe this separates our Financial Advisors within the industry. That’s why we support them in promoting their truly individual approach and experience so they can further distinguish themselves among clients and prospects. Our Financial Advisors can be confident they have the right tools and resources to differentiate their brand and their value as they grow their practices.

A new suit. A new life.

UBS Wayzata leads the way in contributions to Suits for Soldiers

As Minnesota's top contributor to the 2014 Suits for Soldiers program, the UBS Wayzata branch proudly honors all those who serve. Over 30 Financial Advisors and their teams have donated 152 suits to soldiers and their families so they can rebuild their lives and careers.


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