Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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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    Irene Apgar, CIMA

    Director

    Branch Manager

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    • CA
    • DE
    • FL
    • GA
    • KY
    • MO
    • NC
    • NJ
    • NY
    • OR
    • PA
    • SC
    • TN
    • VA
    • WA

        • Certified Investment Management Analyst®
        380 Knollwood Street
        Suite 250
        Winston-Salem, NC 27103
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        Karla Flick

        Director

        Supervisory Officer

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        • CA
        • DE
        • MD
        • NC
        • SC
        • VA

              317 W. Barbee Chapel Road
              Chapel Hill, NC 27517

            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.

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            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

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