Lasting relationships

Understanding what matters most to you

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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.

  • Brent Sawrie

    Brent Sawrie, CFP, CIMA

    Director

    Market Director

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

        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Consultant
        6900 South McCarran Boulevard
        Suite 1020
        Reno, NV 89509
        brent.sawrie@ubs.com
        Brent Sawrie, CFP, CIMA
        6900 South McCarran Boulevard,Reno,NV,89509

      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.

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      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.

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