“We’re big-picture people. We integrate your investments into a comprehensive wealth management plan—and catch all the details along the way.”
— Peter Strope, Managing Director
Peter Strope has been recognized as an industry leader.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes America's Top Wealth Advisors, 2017
- Financial Times Top 400 Financial Advisor, 2016
- On Wall Sreet's Top 40 Under 40, 2013, 2014, 2015
- REP. magazine and WealthManagement.com Top 40 Wirehouse Advisors Under 40, 2014
Andrew Hanson has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020
Backed by the extensive resources of UBS, Strope Financial Group provides seamless integration across all aspects of your financial world. With the expertise to manage your entire financial life and the commitment to engaging each generation of your family, we offer an experienced perspective and the thoughtful guidance you need to meet your goals.
Our clients require an exclusive and highly credentialed team of professionals to help coordinate and manage all aspects of their financial lives. Our team is supported by specialists in virtually every discipline, including retirement income planning, asset allocation, risk management, lending, insurance and estate planning strategies.
Does a financial plan go beyond my investments?
When we build a comprehensive financial plan, we start by listening and learning about you. Our goals-based approach to planning can help you see the connections between all aspects of your financial world.
- Retirement income planning strategies
Our team can work with you to protect your lifestyle and livelihood in retirement. We will help you understand such influences as risk and investment time horizon, evaluate your current asset allocation and help you maximize your Social Security benefits.
- Estate and legacy planning
We’ll work with you, your family members and your other trusted advisers to develop a comprehensive legacy plan. Our advice can address your plans and help you assess your current charitable goals, contributions and associations.
We view insurance as a tool to help protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries. We objectively analyze all your current policies—including long-term care—to determine whether they meet current and future needs.
- Tax strategies
Through open and continuous dialogue with your tax professionals, we’ll review your returns and prepare an integrated strategy. We create tax-efficient portfolios and construct highly customized family gifting solutions.
Is my family prepared for life without me?
We are keenly attuned to protecting the financial independence of your entire family, structuring a deliberate and meaningful family legacy and directing capital to reflect your values.
- Helping to safeguard multigenerational wealth
Because we understand the connection between wealth and family, we’re committed to having a multigenerational impact on your life.
- An integrated team
Clients trust us to work directly with their accountants and estate attorneys, whether we’re helping with tax-aware solutions or advising on the most prudent strategies for building a legacy.
- Family governance
We’ll help you navigate the intersection of family, business, finance and legacy continuity. Issues such as estate planning, business leadership transition and family dynamics can best be addressed through a structured family governance process. We work with families to facilitate building strategies that serve current generations and are flexible enough for the needs of future generations.
- Philanthropic impact
Our experience with private foundations and donor advised funds gives us the insights you need to make a substantial impact. In addition, we can work with you and family members to provide education on philanthropy and participation strategies for the next generation.
Can my portfolio withstand market volatility?
Our team provides quality investment strategies tailored to your needs. With direct access to the global resources of UBS, we can help you weather market uncertainty with timely perspectives, customized investment management and a fully integrated suite of financial solutions.
- Customized portfolio management
As portfolio managers or by working with select money managers, we build custom portfolios from a broad array of investments that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments and quickly adapt to changes in the markets or in your life.
- UBS Portfolio Management Program (PMP)
Most of our clients prefer to delegate the day-to-day management of their assets to our personalized investment service, backed by UBS’s extensive global resources. As portfolio managers within PMP, we establish a one-on-one relationship in order to design and execute customized investment strategies.
- Understanding risk
Through our comprehensive due diligence and planning process, we gain a deep understanding of your financial picture so we help balance your tolerance for risk with your family’s goals, growth and income needs. This allows us to craft an asset allocation that supports your financial plan and seeks to limit risk and lower volatility.
- Open access
We are product agnostic. We provide advice on and access to an open platform of financial solutions both within and outside of UBS. This open architecture, along with a disciplined planning process, ensures we develop customized strategies specific to your unique situation that are based on highly focused research.
How will we work together?
We are devoted to our clients, communicating regularly to set expectations, address concerns and resolve issues. We want to know what’s on your mind, your thoughts and concerns. Count on us to be:
- Accessible—you set the level of communication that’s right for your situation.
- Collaborative—our team works well together by making sure we keep you informed and by avoiding surprises.
- Responsive—we keep you up to date about decisions regarding your accounts and we’re fair and transparent about our fees.
Our personalized planning process