UBS Financial Services Inc.
- Financial Advisors & Planners
We build on a tradition of excellence in serving our clients and our community. Through UBS’ predecessor firm, Paine Webber, we’ve been a pillar of the Napa Valley for decades. Globally, we have a 150+ year history in banking and are the world’s largest wealth manager.
Our dedicated financial advisor teams harness UBS’ strength and resources to help our clients improve their lives and create legacies that matter. We serve prominent winemakers and other business owners, multigenerational families, executives, professionals, and those whose sophisticated financial picture demands advice beyond investing.