Your financial success has brought great opportunity but also complicated dynamics. Across the boardroom or across the kitchen table, a trusted, transparent and authentic relationship with your advisor is essential.
Our team will work closely with you and your family to meet the challenges you face at each stage of life. We offer a clearly defined planning process that keeps pace with your evolving perspective on wealth, your family’s lifestyle and your financial priorities. Clients work with us—and stay with us—because:
We start with a plan.
By listening closely, we develop a comprehensive plan that drives your personalized investment strategy.
We understand the needs of multigenerational families.
We have the experience and perspective to offer financial education and insights specific to each generation.
We build long-lasting relationships.
Dedicated service and consistent communication fosters confidence and trust.
“Families count on us to understand their entire financial world and create a comprehensive plan. We’re like the maestro conducting all aspects of their lives into a harmonious whole.”
— Christopher Zangari
Liquidity. Longevity. Legacy.
Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
A financial plan based on your family’s priorities
Our consultative approach is comprehensive. We see the connections between all aspects of your family’s life—the opportunities and the challenges. Then we build an individually tailored financial plan specific to your goals and priorities.
Planning designations
Timothy S. Yagasits is a Certified Financial Planner™ professional and a Chartered Retirement Plan Counselor (CRPC®) professional. He has met rigorous requirements through the College of Financial Planning to obtain these certifications and provide a depth of planning acumen focused on retirement planning and the entire wealth planning process.
Customized portfolio management
Through our disciplined discovery process, we'll match your goals and objectives with a highly personalized investment strategy. Serving as your portfolio manager or working with select third party investment managers, we offer holistic perspectives and a customized, fully-integrated suite of financial solutions.
PMP designations
Alan Spierer and Christopher Zangari are Senior Portfolio Managers in UBS’s Portfolio Management Program, trained and certified to offer discretionary management of investments. Christopher Zangari and David E. Sytsma are Chartered Investment Management Analyst (CIMA®) professionals. They have completed stringent educational components designed specifically to distinguish themselves.
A team approach that builds lasting relationships
We understand each client has unique needs and a diverse set of challenges. 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 helping you manage your wealth.
97% of investors agree with the statement ”My plan helps me focus on long-term goals, not daily market fluctuations.”