You face opportunities and challenges at every stage of life: growing your family, buying a dream home, transitioning a business, starting a foundation or facing a loved one’s health concerns. We actively listen, embrace your expectations and come to understand the motivations and desires of each generation of your family. Then we help you set your plan, implement your strategy, monitor and update based on changes in your family’s lives. That’s how we help put you—and keep you—on the right track to meeting your goals.
“Financial planning is at the heart of our value to our clients. Our advice is informed by active listening, collaboration and experience. What matters to you is what matters.”
— Jana Lisle Parham, CFP®, CPWA®, CEPA®
Why clients choose us
Our deliberate planning approach is efficient and consistent: we design, execute and monitor an individual financial plan that drives your investment strategy
With our focus on accountability, we always put your interests first whether providing flat, fee-based financial planning or long-term planning and advisory services
We offer a high-touch, personalized client experience that offers proactive guidance at the intersection of family, business, finance and legacy
When looking to the future, make sure you like what you see
For every client we work with, our process starts with a plan. Our advice is based on a clearly defined planning process that is designed to keep pace with your changing perspective on wealth, your family’s lifestyle and your financial priorities.
A comprehensive financial plan. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture. Because of our in-depth knowledge of clients’ financial lives, we help with everything from managing current cash flow to planning for and educating future generations.
Proactive strategies. Our goal is to create actionable strategies to help you move toward your objectives whether through investments, structuring wealth transfers, streamlining your cash and debt management, strategizing with you on a business or real estate sale or purchase, or helping you manage your tax estate and legacy objectives.
Stewards of multigenerational wealth. By focusing specifically on strategies for preserving multigenerational wealth, we can help address the complexities of your family’s financial situation. Our team will work with you and family members to provide education on estate planning and philanthropy that builds a solid plan for the next generation.
“Financial plans are about families. We engage with multiple generations to educate and coordinate plans which are both unique to each family member and supportive of the overall family vision.”
— Nick Deidiker, CFP®
Jana Lisle Parham and Nick Deidiker are Certified Financial Planner™ professionals. Jana is a Certified Private Wealth Advisor. They have met rigorous requirements to obtain these certifications and provide a depth of planning acumen that can help enrich our clients’ personal and professional lives.
Your investment strategy is grounded by a carefully crafted financial plan
Through our disciplined discovery process, we’ll match your goals and objectives with a highly personalized investment strategy. We offer timely perspectives and a customized, fully-integrated suite of financial solutions designed to address your specific goals and tax situation, and to work with your existing portfolio.
You come first. Our team takes oversight and transparency very seriously. While it’s important for us to help you grow and preserve your wealth, it’s just as important to understand how your responsibilities and risk are evolving. We look at how events in your life unfold so we understand how your real-world concerns can affect your investment strategy.
Prudent asset allocation and risk management. Through our comprehensive due diligence and planning process, we can determine your family’s goals and tolerance for risk. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
Customized portfolio management. We can provide a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks.
“Our team is focused on helping clients mitigate risks and identify opportunities—not only in their portfolios but their overall financial lives.”
— Chris Kirk, CIMA®
The power of analysis
Jana Lisle Parham and Chris Kirk are Certified Investment Management Analyst (CIMA®) professionals. They have completed stringent educational components designed specifically to distinguish themselves.
Developing the kind of trust that builds long-lasting relationships
Our team’s high-touch service model can help organize and manage all aspects of your financial world. Our mission is to develop the kind of trust and efficiency that simplifies your financial life, allows you to dedicate more of your time to what matters most to you and builds long-lasting relationships.
Attention with a personal touch. Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. We schedule regular meetings monthly, quarterly, semiannually or annually depending on what works best for you and keeps us on track to meeting your goals and objectives.
Your network of professionals. We have built strong relationships with a wide array of experts, both inside and outside of UBS. In addition, we will work closely with your team of accountants and estate attorneys, leading the effort to develop one integrated approach.
An intimate practice within a global leader. Our team draws upon the heritage of UBS AG, one of the world’s leading wealth management firms built on a 150-year tradition of serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.
“Finance traditionally focuses on the numbers, but our team understands that there are real people behind those numbers who are counting on us for bespoke service.”
— Melissa Eckert
“Whether responding to your needs or proactively making contact, our core value is ongoing communication and accountability.”
— Kim Mankin