Let's move forward. Together.

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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.

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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.

  • Brent

    Brent Sawrie, CFP, CIMA

    Director

    Market Director

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    • AR
    • AZ
    • CA
    • FL
    • NV
    • OR
    • TX
    • WA

          6900 South McCarran Boulevard
          Suite 1020
          Reno, NV 89509
          brent.sawrie@ubs.com
          Brent Sawrie, CFP, CIMA
          6900 South McCarran Boulevard,Reno,NV,89509

        Defining your priorities. Pursuing what matters.

        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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        Outlook on interest rates

        Tree

        UBS and Credit Suisse—stronger than ever

        Global Wealth Report 2024

        Crafted wealth intelligence

        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

        Gain additional insights into the trends shaping wealth in the US and around the world.

        Download the report

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.8+ trn

        UBS Group invested assets
        As of 03/31/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

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