Lasting relationships

Understanding what matters most to you

Young family on beach

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.

  • Bob Vasa

    Bob Vasa

    Director

    Branch Manager

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    • CA
    • CO
    • FL
    • IL
    • IN
    • MD
    • PA
    • TX
    • WI
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.

        8020 Excelsior Drive
        Madison, WI 53717
      • Matthew Moeller

        Matthew Moeller

        Associate Director

        Admin Manager

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        • AZ
        • CA
        • FL
        • IA
        • IL
        • MA
        • MN
        • ND
        • SD
        • VI
        • WI
        • WY

              17775 West Bluemound Road
              Brookfield, WI 53045
            • Julia Schulenberg

              Julia Schulenberg

              Branch Office Administrator

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                      8020 Excelsior Drive
                      Madison, WI 53717

                    US banking sector update: Where we are now

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    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

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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