Team approach

Gary’s wealth management consulting philosophy begins with personal attention to you, the client, aligning your finances, goals, and world view, while bringing the top talent and resources in the wealth management world to the table as a significant competitive advantage. His philosophy integrates teaming, bringing together the best available resources and leading experts in the fields of sustainable / impact / ESG investing and charitable planning, as well as research, advanced estate planning, and portfolio management, to provide the best solutions for his clients. Gary is also one of three experienced advisors leading The Arbor Group team at UBS, comprised of 7 professionals dedicated to providing powerful ESG centered investment management and planning solutions. Combined with The Arbor Group team, Gary provides his clients with the resources, experience and knowledge of over 60 years of combined investment management industry experience.

Impacting Your World

Gary and his team take their responsibilities to the planet we all live on and our global community seriously. That is why we focus on offering sustainable, impact, and socially-responsible investment to our clients. In this way, they can work together with their clients to help them impact the world in a positive way.

Family Offices

For family offices and uniquely qualified clients (Major US Institutional Investors or Qualified Institutional Buyers), Gary may introduce the additional advanced resources of the UBS Family Office Solutions Group. This group is uniquely qualified to deliver the entire wealth management offering exclusively to ultra high net worth $100M+ and family office clients in a seamless and dedicated manner by providing holistic advisory support and customized solutions. The group brings together the best of UBS insight and expertise to our exceptional clients. Whether it's investing for a legacy that lasts for generations, pursuing success business ventures or having a philanthropic impact, your clients have all the resources under one roof.