Lasting relationships

Understanding what matters most to you

Mom measuring child's height

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Father and teenage son on couch

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Tarantino Profile Photo

    James Tarantino

    Market Director

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA

    James was named as the Branch Manager for the UBS office in St. Petersburg Florida in 2011. During his time there the branch grew from $7,00,000 in yearly revenue to over $25,000,000 annually. This was accomplished by current advisors growing their practices organically as well as James recruiting the best advisors in the city to bring their business and clients to UBS. James believes in fostering a family atmosphere and culture of respect for all employees no matter their role in the organization. He still believes that local leadership matters and we can accomplish more together than we can alone. He was named to UBS's prestigious Leadership Council in 2012, 2013, 2014, 2015 and 2019. He also was asked to lead the Branch Manager Advisory Council for the Southeast Division while in Florida and then was asked to start the same up for the Western Division after moving back home to Carmel.

    James and Wife Diane live in Pebble Beach with their four children Lily, Andrew Aiden and Ella.

        • Private Wealth Advisor
        • Senior Portfolio Manager
        200 Clocktower Place
        Suite 150
        Carmel, CA 93923

      Focus on liquidity management

      CIO House View monthly livestream


      UBS and Credit Suisse—stronger than ever

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at

      Backed by the strength of UBS

      A global leader in wealth management

      $3.9 trillion

      In invested assets globally 
      As of 12/31/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager