A plan for today, tomorrow and generations to come

Chess pieces on a chessboard

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.

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    Louis A. Sforza

    Executive Director

    Market Director

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        500 Grant Street
        BNY Mellon Center
        Pittsburgh, PA 15219
        louis.sforza@ubs.com
        Louis A. Sforza
        500 Grant Street,Pittsburgh,PA,15219
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        Tami L. Cale

        Associate Director

        Team Administrator

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        • AL
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • MA
        • MD
        • ME
        • MI
        • NC
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WI
        • WV

              500 Grant Street
              BNY Mellon Center
              Pittsburgh, PA 15219
              tami.cale@ubs.com
              Tami L. Cale
              500 Grant Street,Pittsburgh,PA,15219
            Three generations in apple orchard

            Turn possibilities into a plan

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            UBS ElectionWatch

            Election day is over. Now what?

            Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

            Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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            UBS Group invested assets
            As of 06/30/2024

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