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

    Financial Advisor

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          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.

        Three generations in apple orchard

        Turn possibilities into a plan

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        A leading global wealth manager

        Texas

        Donor-advised funds

        Year-end charitable giving

        As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

        For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $6.9 trn

        UBS Group invested assets
        As of 10/29/2025

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

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