Lasting relationships

Understanding what matters most to you

Empty boardroom

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.

Co-workers

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.

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    Ryan Rozniakowski

    Executive Director

    Market Executive

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    • AK
    • AL
    • AR
    • CO
    • DC
    • FL
    • HI
    • IA
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NV
    • OK
    • OR
    • PA
    • SD
    • UT
    • VT
    • WA

          925 Fourth Avenue
          31st and 32nd Floors
          Seattle, WA 98104
          ryan.rozniakowski@ubs.com
          Ryan Rozniakowski
          925 Fourth Avenue,Seattle,WA,98104
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          Marci Collis

          Director

          Supervisory Officer

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

                5300 Meadows Road
                Suite 300
                Lake Oswego, OR 97035
                marci.collis@ubs.com
                Marci Collis
                5300 Meadows Road,Lake Oswego,OR,97035
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                Kerry Witterschein

                Associate Director

                Admin Manager

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                • AK
                • AL
                • DC
                • FL
                • HI
                • IN
                • MA
                • MD
                • ME
                • MI
                • MT
                • NE
                • NJ
                • OK
                • OR
                • PA
                • SD
                • TX
                • UT
                • VT
                • WA
                • WI

                      925 Fourth Avenue
                      31st and 32nd Floors
                      Seattle, WA 98104
                      kerry.witterschein@ubs.com
                      Kerry Witterschein
                      925 Fourth Avenue,Seattle,WA,98104
                    Three generations in apple orchard

                    Turn possibilities into a plan

                    House View Monthly

                    Mountain climbers on peak at sunrise

                    A leading global wealth manager

                    UBS Year Ahead 2025

                    Roaring 20s: The next stage

                    Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                    A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                    Read the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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