Delivering insightful advice Building on a foundation of trust

Redirect Test D'Aiutolo, J. Loring Swasey Jr., Hillary Cullen, Aileen Farrell Schruth, Emily Wilson





UBS Financial Services Inc.
1200 Prospect Street
Suite 500
La Jolla, CA 92037

Uncovering and solving the complex issues – what experience and compassion can deliver

As Private Wealth Advisors, we service a select number of clients, ensuring that our team can dedicate the time and resources necessary to help you achieve your financial goals. We deliver more value to our clients by exploring every avenue to uncover and to solve problems. We know the critical questions to ask; and we listen closely to what you say, or more significantly, what you may not say.

We deliver advice that is integrated, comprehensive and customized for you, with each member of our team contributing specialized perspectives and expertise. We strive to preserve and grow your wealth while helping you make the best long-term decisions through our portfolio management process which is based on disciplined planning and analysis of your overall financial situation. With an integrated private plan in place, we can provide investment recommendations that are strategically aligned with your aspirations.

Sharon Sager has been recognized as an industry leader

  • Barron’s Hall of Fame Advisors, 2019
  • Forbes America's Top Women Advisors, 2018, 2019
  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • Forbes Top 200 Women Advisors, 2017
  • Barron's Top 100 Women Financial Advisors, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019
  • Irish America Wall Street Top 50, 2006, 2007, 2008, 2009, 2010, 2011, 2012
  • REP. magazine and Top 50 Wirehouse Women, 2014
  • Financial Times Top 400 Financial Advisers, 2013, 2017

Our office locations

1285 Avenue of the Americas
38th Floor
New York, New York 10019

299 Park Avenue
25th Floor
New York. New York 10171


Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

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