With the experience to manage your complex financial needs and a commitment to engaging each generation of your family, we offer thoughtful advice and education dedicated to ensuring your independence and building long-term relationships.
Our devoted team will work closely with you and your other trusted advisors to simplify the challenges that come with protecting, growing and transitioning wealth. Through our personalized approach, we promise to help provide:
- The confidence that comes from a team who truly cares about you
- The accountability of highly credentialed financial professionals committed to each generation of your family
- The highest level of access and service, combined with the full resources of a global research and investment leader
Christine McGinley has been recognized as an industry leader.
- Forbes America's Top Women Advisors, 2018, 2019
- Financial Times Top 400 Financial Advisers, 2018, 2019, 2020
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes Top 200 Women Advisors, 2017
- Barron's Top 100 Women Financial Advisors, 2008, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
A truly personalized plan for long-term success
Managing your wealth goes beyond managing your money. By actively listening, we’ll discover what’s important to you and work together to make a plan to help you achieve it.
“We take the time to listen and gain a deep understanding of you and your family. We work closely with you to develop a comprehensive life plan that connects all aspects of your financial world.”
— Christine McGinley
Our planning process begins with a series of meaningful conversations. We then work with you to establish a comprehensive financial plan that prioritizes your goals.
Empowering your financial decisions
We see ourselves as the “CFO” of your financial affairs and we’re building a business plan for your personal life. This includes creating metrics to measure success and providing context for all important financial decision-making.
An integrated approach
Our goals-based approach to planning can help you see the connections between each area of your financial life, including insurance and liabilities, education funding, trusts and estate planning strategies, and philanthropy.
Bringing together the best resources
We are trusted by our clients to work directly with their accountants and estate attorneys, whether we’re helping with tax planning or advising on the most prudent strategies for building a legacy.
A lifetime financial strategy for you and your family
We are committed to building long lasting relationships. By monitoring and adjusting your plan, we strive to optimize your strategy to help ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs. Critical elements of our planning process include:
Insights that drive informed investment solutions
As discretionary portfolio managers, we tailor your asset allocation and risk management to your unique situation. We’ll help make sure you are prepared for opportunities and insulated in times of market turbulence.
“Tremendous changes continue to transform the economy. We filter out a lot of the noise that can confuse even the most sophisticated investor, so you can use your resources effectively to create more opportunity.”
— Richard T. Gendelman
Our direct access to global resources offers timely perspectives, customized investment planning and a fully-integrated suite of financial solutions.
The perspective to make wise financial decisions
Tapping the collective wisdom of our credentialed team, in conjunction with the deep resources of UBS, helps ensure that independent due diligence, diversification, and risk monitoring form the foundation of your financial plan.
Portfolio management focused on asset allocation
Our team works with you to determine an asset allocation strategy customized to your goals. We tailor your asset allocation, focusing on the investment mix that’s right for your situation.
Steady guidance for managing risk
By listening and aligning with your objectives, we focus on strategies that help mitigate risk. We communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.
Helping to safeguard multigenerational wealth
We understand the connections between wealth and family. We’re committed to helping each generation prepare for the responsibilities that come with significant wealth through education, advice and networking opportunities.
Corporate Executive Services
Integrated strategies for company benefits and compensation plans
With complicated equity award packages, as well as potentially complex tax consequences, executives need specialized advice. We have a number of solutions designed to address these needs.
“Our team has the capabilities and experience to offer sophisticated advice designed specifically for corporate executives. You can be confident that the strategy we develop is based on what you and your organization need.”
— Christine McGinley
In addition to general wealth management and financial planning needs, corporate executives face a unique set of challenges by virtue of their compensation structure.
Our team helps senior executives make sense of the complexities of equity compensation plans.
- Concentrated stock services (monetization, hedging)
- Stock option solutions
- Restricted securities (liquidation and risk management)
- Estate planning with executive compensation
Integrated financial and retirement planning
Our comprehensive and customized financial planning or advisory services integrate company benefits and compensation strategies with your personal financial life. We can help you:
- Understand the company compensation and benefit plans
- Determine short and long-term financial goals
- Develop long-term financial plans addressing: retirement, estate, taxes, insurance and investment management
- Develop an implementation plan
Services that put you and your family first
In today’s world, you need to understand how all the pieces of your complex life can affect your pursuit of important financial goals. Our integrated services provide you with a clear and consistent approach to managing your wealth.
“Everyone on our team understands that there are real people behind the numbers and investments who are counting on us for the exceptional, personal service that simplifies their lives.”
— Lorraine M. Bailey
We offer a full range of services because our aim is to be helpful in every aspect of your financial life.
Attention on your terms
Our team works with a select group of clients and we always put their needs first. Our service goes above and beyond the expected, offering a highly personalized experience that is responsive and flexible to your needs.
Customized client service
Clients rely on our client service team for a host of critical financial and administrative needs. Our entire team is extraordinarily accessible and attentive. We have built long-lasting relationships by offering robust services that proactively anticipate your needs.
The perspective of a global leader
One of the largest wealth management firms across the globe, UBS is built on a 150-year tradition of serving generations of the world’s wealthiest individuals and families. This dynamic presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.