UBS Wealth Management USA announced that five of the firm’s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2023. Three of the five teams are based in Phoenix, and two are in Tucson.
“Our advisor teams develop lasting relationships with clients by listening to and understanding their priorities and concerns, and then working to develop comprehensive financial plans that support their individual needs and goals,” said Shawn Bernhard, Arizona Market Director at UBS Wealth Management USA. “We are proud that our advisor teams here in Arizona, as well as many others across the US, have received this prestigious industry recognition.”
The advisor teams in the UBS Phoenix office named to the list are:
The Schultz Group, ranked at #2 in the state, includes Steven Schultz, Stockton Schultz, Justin Low, Nathan G. Laidig, and Joseph F. Varga. A multi-generational team, The Schultz Group is committed to this generation and the next as they specialize in working with families for retirement planning, sustainable investing, and legacy planning.
The Biltmore Financial Group, listed at #15, is comprised of Michael Bell, T. Ryan Moore, and Geoff Moore. They take a team approach, focused on personalized service to provide goal-based planning and investment management for multi-generational families.
The Choy Group, #38, includes brothers Peter and Michael Choy. The Choy Group concentrates on developing long-term relationships through a commitment to quality client service to become their clients’ primary source of financial advice.
The advisor teams in the UBS Tucson office named to the list are:
Rottenstein Wealth Management and Consulting, #39 in the state, is composed of Myron Rottenstein and Aaron Rottenstein, a father-son team. Of the more than 6,000 UBS advisors in the United States, Aaron and Myron are among the select few who have been admitted into the UBS Institutional Consulting Group, empowering them both to work with some of UBS’s largest and most sophisticated clients as fiduciaries.
Mitchell/Abdy Team, #44, is made up of Jonathan Mitchell and Nicolas Abdy, who partner with their clients to help them grow, preserve and pass on their wealth.
In addition, Ethos Wealth Advisors, which includes Phoenix-based advisor Jeoffrey Wasson, was ranked the top team in Nevada. West Coast Wealth Management, which includes Scottsdale-based advisor Owen Sweeney, was ranked #23 in Washington.
The 2023 Forbes Best-In-State Wealth Management Teams list is comprised of more than 2,800 teams across the country who collectively manage approximately $4 trillion in client assets. The ranking, developed by SHOOK Research, is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms.
