Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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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    Brent Sawrie, CFP, CIMA

    Director

    Market Director

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    • AR
    • AZ
    • CA
    • FL
    • NV
    • OR
    • TX
    • WA

          6900 South McCarran Boulevard
          Suite 1020
          Reno, NV 89509
          brent.sawrie@ubs.com
          Brent Sawrie, CFP, CIMA
          6900 South McCarran Boulevard,Reno,NV,89509
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          Joan Phinney

          Director

          Admin Manager

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          • AZ
          • CA
          • MA
          • TX
          • UT

                3001 Douglas Boulevard
                Suite 160
                Roseville, CA 95661
                joni.phinney@ubs.com
                Joan Phinney
                3001 Douglas Boulevard,Roseville,CA,95661

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              Goals-based planning

              Goals-based planning

              Multigenerational wealth planning

              Multigenerational wealth planning

              Retirement Couple

              Retirement readiness

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              Global leader

              UBS is a leading and truly global wealth manager

              More than 160 years

              offering financial advice

              Financial strength

              Driving confidence.
              A-  Standard & Poor’s
              A  Fitch
              A3
                Moody’s


              UBS AG, long-term senior secured debt rating. As of 03/31/2024

              Insights