How can you pursue what matters most?

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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.

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    Weisner Perez

    Director

    Market Director

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    • CA
    • CT
    • MA
    • NJ
    • NV
    • NY
    • RI

          10801 W Charleston Boulevard
          Suite 400
          Las Vegas, NV 89135
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          Jeffrey Potter

          Director

          Market Supervisory Officer

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          • AZ
          • CA
          • ID
          • MT
          • NM
          • NV
          • UT

          Jeff has 20+ years of experience in financial services with prior management roles at Wachovia Securities & Morgan Stanley/Smith Barney.  He relocated to Las Vegas in 2018 from Connecticut where he had previously spent his entire career.  Jeff attended the University of Maryland and hold Series 3,7,9,10,63 & 65 licenses as well as the CFP designation.   

           

          Registered States:

          AZ, CA, ID, MA, MT, NM, NV, NY, UT

           

                10801 W Charleston Boulevard
                Suite 400
                Las Vegas, NV 89135

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              UBS and Credit Suisse—stronger than ever

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              Backed by the strength of UBS

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              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

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