A plan for today, tomorrow and generations to come

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

  • Carideo

    James Carideo

    Executive Director

    Market Director

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    • CA
    • FL
    • MO
    • MT
    • NC
    • NJ
    • NV
    • OR
    • TN
    • TX
    • UT
    • WA

          5300 Meadows Road
          Suite 300
          Lake Oswego, OR 97035
        • Witterschein

          Kerry Witterschein

          Authorized Officer

          Admin Manager

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          • AK
          • AZ
          • CA
          • CO
          • ID
          • IL
          • MN
          • MT
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • TX
          • UT
          • VA
          • WA
          • WY

                600 Southwest Columbia
                Building 4 (Suite 6200), 2nd Floor
                Bend, OR 97702
              • Collis

                Marci Collis

                Director

                Supervisory Officer

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                • CA
                • MT
                • OR
                • SC
                • UT
                • WA

                      5300 Meadows Road
                      Suite 300
                      Lake Oswego, OR 97035

                    Focus on liquidity management

                    CIO House View monthly livestream

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                    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 ubs.com/wealthway.

                    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

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