Let's move forward. Together.

Boardwalk along the ocean

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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.

  • Greg Kadet

    Gregory R. Kadet

    Managing Director

    Market Head

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  • John Grandizio

    John Grandizio

    Director

    Assistant Market Head

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  • Verity San Souci

    Verity San Souci

    Director

    Market Administrative Officer

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  • Gabriela Carranza

    Gabriela Carranza

    Authorized Officer

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Helping women take charge

Helping women take charge

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

The rising generation in a new world

The rising generation in a new world

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights