Wealth management

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.

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility.

  • Entertainment and travel
  • Taxes
  • Purchasing a home

To help improve your lifestyle

This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

  • Retirement
  • Healthcare and long-term care expenses
  • Second home

To help improve the lives of others

This strategy includes all of the resources for needs that go beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

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.

  • Income planning for retirement and beyond. Our team can work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk tolerance and time horizon.
  • Business transition and post-liquidity planning. From investment banking and to exit planning to post-liquidity wealth management, we work together with you, connecting you to the resources you need to solve any challenge that may arise.
  • Estate planning strategies. We have the experience and the network to help with preserving assets, reducing estate tax exposure and transitioning wealth to future generations.
  • Both sides of your balance sheet. Banking and lending services through UBS.
  • Insurance review. We offer insurance strategies as a way to provide protective strategies, replace income and create a legacy for future generations.
  • Philanthropy and legacy. We’ll work with you and family members to provide education on philanthropy and practical solutions and tax-efficient investment strategies for the next generation.

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.

  • Making the right financial decisions. The collective wisdom of our team, along with the deep resources of UBS, helps ensure that diversification, independent due diligence, and risk monitoring form the foundation of your financial success.
  • A focus on asset allocation. Our team works with you to determine an asset allocation strategy customized to your goals.
  • Steady guidance for managing risk. By listening and aligning with your objectives, we focus on strategies that help mitigate risk.
  • Helping you preserve multigenerational wealth. We’re committed to helping each generation prepare for the responsibilities that come with significant wealth through education, advice and networking opportunities.

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.

  • You come first. We always put your needs first. Our service goes above and beyond the expected, offering a highly personalized experience that is responsive and flexible to your needs.
  • We work for you. Our goal is to simplify your financial world. We offer a full range of services because our aim is to be helpful in every aspect of your financial life.
  • A dedicated service team. Clients rely on our client service team and our network of financial specialists within and outside UBS. Our entire team is highly accessible, working closely with your accountants, attorneys and trusted advisors, and offering robust services that proactively anticipate your needs.

97% of investors agree with the statement ”My plan helps me focus on long-term goals, not daily market fluctuations.”