◈ Homepage — https://advisors.ubs.com/ascendwealthpartners/?utm_source=synup&utm_medium=en&utm_campaign=158692Ascend Wealth Partners View FINRA BrokerCheck information Contact us Account login Home (current) Meet the team Events Contact Tailored insights. Strategic solutions Advice that looks beyond your portfolio Ascend Wealth Partners Private Wealth Management Delivering solutions Personalized advice Resources for physicians Team recognitions Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof. Select business owners, real estate investors, healthcare professionals and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence. Our team 17 person seasoned team 100+ Collective years of experience > $2.8 billion Assets under management Comprehensive planning for significant wealth Show more . Comprehensive planning for significant wealth. Retirement readiness Show more . Retirement readiness. A leading global wealth manager Show more . A leading global wealth manager. Approach your financial future with confidence Show more . Approach your financial future with confidence. Planning for a changing tax landscape Show more . Planning for a changing tax landscape. Dividing wealth across generations Show more . Dividing wealth across generations. Advice tailored precisely to your needs We have deep experience working with a wide range of successful clients who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward Resources for physicians Watch our video series below that addresses many of the most pressing issues doctors face at different points in their career. Previous Slide This is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTED Session ID: 2026-05-16:300b0467aa618285dedc2a88 Player Element ID: vjs_video_4304 OK Close Modal Dialog Play Video Are you looking for a career change? Are you stuck or is there a way out? As a former practicing physician, Bob Levin discusses how many of the skills you have as a doctor are transferable to a non-clinical career. This is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTED Session ID: 2026-05-16:6433ffe58a08ac0372427b38 Player Element ID: vjs_video_3 OK Close Modal Dialog Let us help ease your financial stress Feeling uneasy about the financial decisions you are (or are not) making for yourself, family or business? Watch Bob Levin discuss how Ascend Wealth Partners can help ease your financial stress. This is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTED Session ID: 2026-05-16:2f853fafd829990baeda18b2 Player Element ID: vjs_video_678 OK Close Modal Dialog Looking to sell your practice? Listen to Bob Levin discuss options that physicians have when looking to sell their practice. This is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTED Session ID: 2026-05-16:a214b5a93866a269df2b52e Player Element ID: vjs_video_1497 OK Close Modal Dialog Maximizing income as a doctor Ascend Wealth Partners can share insights on how to maximize your income as a doctor by leveraging your time and assets. This is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTED Session ID: 2026-05-16:d848f031a64a64c51d1b64c6 Player Element ID: vjs_video_2316 OK Close Modal Dialog Financial principles physicians must know Are you a doctor that is just out of training and earning a good income, but unsure how to manage your finances and set up for your future? Watch Bob Levin discuss financial principles physicians must know. This is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTED Session ID: 2026-05-16:7057339785454c292ee543b7 Player Element ID: vjs_video_3147 OK Close Modal Dialog Are you looking for a career change? Are you stuck or is there a way out? As a former practicing physician, Bob Levin discusses how many of the skills you have as a doctor are transferable to a non-clinical career. This is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTED Session ID: 2026-05-16:1ab668db43726f0dcc125b2a Player Element ID: vjs_video_4949 OK Close Modal Dialog Play Video Let us help ease your financial stress Feeling uneasy about the financial decisions you are (or are not) making for yourself, family or business? Watch Bob Levin discuss how Ascend Wealth Partners can help ease your financial stress. Next Slide Slide 1 Slide 2 Slide 3 Slide 4 Slide 5 Professional [Ascend, 2023] . Professionals. Professionals From family business success to succession [Ascend, 2023] . From family business success to succession. From family business success to succession Making a lasting difference [Ascend, 2023] . Making a lasting difference. Making a lasting difference Team recognitions and more Previous Slide Aric J. Zamel, CFP®, CPWA® The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.  Forbes Best In State Wealth Management Teams 2024 The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.  Aric J. Zamel, CFP®, CPWA® The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.  Forbes Best In State Wealth Management Teams 2024 The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.  Next Slide Slide 1 Slide 2 A leader in wealth management Backed by the strength of our parent company, UBS AG $7 trn UBS Group invested assets As of 12/31/2025 51 countries Our global footprint Global leader UBS is a leading and truly global wealth manager Insights Previous slide UBS Next Generation Report 2026 ubs.com April 27, 2026 UBS Trending: A perfect equation for the volatile markets? Markets are shifting under the weight of new risks and opportunities. Julia Hermann with New York Life explores what’s driving volatility—and how investors can adapt as the macro landscape evolves. ubs.com April 22, 2026 Investing with a plan in a fast-moving world Investors are currently facing a rapid succession of new challenges, such as the conflict in the Middle East. The instinctive response is often to withdraw from financial markets. However, this risks missing out on market gains while purchasing power erodes. In such an environment, having a clear investment plan is even more important. Funds needed for ongoing living expenses should be held in liquid assets; any surplus should be invested. ubs.com April 29, 2026 UBS Next Generation Report 2026 ubs.com April 27, 2026 UBS Trending: A perfect equation for the volatile markets? Markets are shifting under the weight of new risks and opportunities. Julia Hermann with New York Life explores what’s driving volatility—and how investors can adapt as the macro landscape evolves. ubs.com April 22, 2026 Investing with a plan in a fast-moving world Investors are currently facing a rapid succession of new challenges, such as the conflict in the Middle East. The instinctive response is often to withdraw from financial markets. However, this risks missing out on market gains while purchasing power erodes. In such an environment, having a clear investment plan is even more important. Funds needed for ongoing living expenses should be held in liquid assets; any surplus should be invested. ubs.com April 29, 2026 UBS Next Generation Report 2026 ubs.com April 27, 2026 Next slide Slide 1 Slide 2 Terms of use Privacy statement Additional legal information Report fraudulent mail Privacy Settings Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com   As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary. 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Go to privacy settings OK ◈ Interior Pages — 7 pages crawledAscend Wealth Partners - Beverly Hills, CA | UBS Ascend Wealth Partners View FINRA BrokerCheck information Contact us Account login Ascend Wealth Partners Home (current) Meet the team Events Contact Tailored insights. Strategic solutions Advice that looks beyond your portfolio Ascend Wealth Partners Private Wealth Management Delivering solutions Personalized advice Resources for physicians Team recognitions Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof. Select business owners, real estate investors, healthcare professionals and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence. Our team 17  person seasoned team 100+ Collective years of experience > $2.8 billion Assets under management Comprehensive planning for significant wealth When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come. Show more Retirement readiness For your retirement or your company retirement plan Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more. Ready to roll over?  Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals. Retirement income planning.  Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence. Long-term care.  With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track. Helping you optimize your corporate plan.  We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements. Show more A leading global wealth manager For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever. Show more Approach your financial future with confidence A longevity strategy can help you overcome changing market conditions by helping you make long-term plans. Look to grow wealth over time so you can focus on things like selling a business or planning for retirement. Show more Planning for a changing tax landscape When it comes to planning for important goals, staying ahead of changing tax legislation can help you keep on track. Now is a good time of year to get on top of your planning , especially in light of upcoming potential tax law changes. Show more Dividing wealth across generations Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how . Show more Advice tailored precisely to your needs We have deep experience working with a wide range of successful clients who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward × Request your report × Thank you! Your request has been submitted. Resources for physicians Watch our video series below that addresses many of the most pressing issues doctors face at different points in their career. Let us help ease your financial stress Feeling uneasy about the financial decisions you are (or are not) making for yourself, family or business? Watch Bob Levin discuss how Ascend Wealth Partners can help ease your financial stress. Looking to sell your practice? Listen to Bob Levin discuss options that physicians have when looking to sell their practice. Maximizing income as a doctor Ascend Wealth Partners can share insights on how to maximize your income as a doctor by leveraging your time and assets. Financial principles physicians must know Are you a doctor that is just out of training and earning a good income, but unsure how to manage your finances and set up for your future? Watch Bob Levin discuss financial principles physicians must know. Are you looking for a career change? Are you stuck or is there a way out? As a former practicing physician, Bob Levin discusses how many of the skills you have as a doctor are transferable to a non-clinical career. × × × × × × Request your report × Thank you! Your request has been submitted. Professionals Professional [Ascend, 2023] Professionals We work with a range of professionals across an array of fields including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges. From family business success to succession From family business success to succession [Ascend, 2023] From family business success to succession The decision to step away from your business is an enormously personal experience. Whether passing to family members, selling to business partners or seeking an external buyer, careful planning can give you more control over your exit and help ensure the continued success of your family business. Together with your tax and legal advisors, we work with you to develop a personalized strategy that aims to maximize the proceeds of the sale and minimize the tax impact of the transaction.  Making a lasting difference Making a lasting difference [Ascend, 2023] Making a lasting difference We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation. Let us work with you to Meet the team - Ascend Wealth Partners - Beverly Hills, CA | UBS Ascend Wealth Partners View FINRA BrokerCheck information Contact us Account login Ascend Wealth Partners Home Meet the team (current) Events Contact Experience Makes all the difference As a team with a national footprint and strategic partners across the firm, we have decades of experience serving the complex needs of accomplished individuals and families. We build intimate, trusting relationships by delivering comprehensive advice and service. We will work toward the future you envision for your family and help you create a lasting impact. About Recognition Education Contact Aric J. Zamel, CFP, CPWA Managing Director–Wealth Management Private Wealth Advisor Aric brings over 24 years of experience to multigenerational families and business owners by offering thoughtful advice in four core areas of focus: investment management, lending solutions, tax-aware retirement planning and estate planning strategies. Providing his high net worth clients a personalized experience, Aric and his team strive to maintain high standards of integrity and professionalism in their relationships. As of December, 2024, Aric and his team oversee over $2.8 billion in assets under management. Aric is a lifelong learner, seeking ongoing accreditation and experience. As a Private Wealth Advisor, he has a roster of clients that includes successful business and entertainment executives, physicians, attorneys and real estate entrepreneurs. He offers tailored, goal-oriented planning and objective investment guidance that looks to align his clients’ long-term planning with their values. Aric believes that clients appreciates his ability to anticipate needs, provide individual attention and communicate clearly and confidently about important financial decisions. As a result, he hopes that this will make a real impact in the lives of his clients. Past experience VP Wealth Management, Citi Smith Barney, 2001 – 2009 Managing Director, UBS Beverly Hills Office, 2009 – current Education UCLA, B.A., economics and political science, magna cum laude, honors Series 7, 63 and 65 securities licenses Credentials CERTIFIED FINANCIAL PLANNER™, CFP®  Senior Portfolio Manager CPWA®  CA Insurance License #0C48803 Personal life Aric resides in Los Angeles with his wife and four children. He is active in numerous charitable and political organizations, and currently sits on the board of directors and is President of Young Israel of Century City. Aric enjoys coaching his children’s Little League teams. Registered States: AK AL AZ CA CO CT DC DE FL GA HI ID IL IN KS LA MA MD MI MN MO MS MT NC ND NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VI VT WA WY Aric J. Zamel, CFP, CPWA Recognized as an industry leader: Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024, 2025 The Barron's rating is awarded annually in March and is based on information from the prior year Q3.  Barron's Top 1,500 Financial Advisors, 2026 The Barron's rating is awarded annually in March based on information from the prior year Q3. Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026 The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019 The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year. UBS Wealth Management Pinnacle Council, 2025 UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.  For more information on third party rating methodologies, please visit  ubs.com/us/en/designation-disclosures .  Aric J. Zamel, CFP, CPWA Education UCLA, B.A. economics and political science, magna cum laude, college honors Series 7, 63 and 65 securities licenses Credentials Private Wealth Advisor Certified Private Wealth Advisor CERTIFIED FINANCIAL PLANNER Aric J. Zamel, CFP, CPWA 131 South Rodeo Drive Suite 300 Beverly Hills, CA 90212 (310) 281-4613 (310) 281-4613 Email Me Let's connect Aric J. Zamel, CFP, CPWA Managing Director–Wealth Management Private Wealth Advisor About Aric brings over 24 years of experience to multigenerational families and business owners by offering thoughtful advice in four core areas of focus: investment management, lending solutions, tax-aware retirement planning and estate planning strategies. Providing his high net worth clients a personalized experience, Aric and his team strive to maintain high standards of integrity and professionalism in their relationships. As of December, 2024, Aric and his team oversee over $2.8 billion in assets under management. Aric is a lifelong learner, seeking ongoing accreditation and experience. As a Private Wealth Advisor, he has a roster of clients that includes successful business and entertainment executives, physicians, attorneys and real estate entrepreneurs. He offers tailored, goal-oriented planning and objective investment guidance that looks to align his clients’ long-term planning with their values. Aric believes that clients appreciates his ability to anticipate needs, provide individual attention and communicate clearly and confidently about important financial decisions. As a result, he hopes that this will make a real impact in the lives of his clients. Past experience VP Wealth Management, Citi Smith Barney, 2001 – 2009 Managing Director, UBS Beverly Hills Office, 2009 – current Education UCLA, B.A., economics and political science, magna cum laude, honors Series 7, 63 and 65 securities licenses Credentials CERTIFIED FINANCIAL PLANNER™, CFP®  Senior Portfolio Manager CPWA®  CA Insurance License #0C48803 Personal life Aric resides in Los Angeles with his wife and four children. He is active in numerous charitable and political organizations, and currently sits on the board of directors and is President of Young Israel of Century City. Aric enjoys coaching his children’s Little League teams. Registered States: AK AL AZ CA CO CT DC DE FL GA HI ID IL IN KS LA MA MD MI MN MO MS MT NC ND NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VI VT WA WY Recognition Recognized as an industry leader: Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024, 2025 The Barron's rating is awarded annually in March and is based on information from the prior year Q3.  Barron's Top 1,500 Financial Advisors, 2026 The Barron's rating is awarded annually in March based on information from the prior year Q3. Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026 The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019 The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending i Ascend Wealth Partners - Beverly Hills, CA | UBS Ascend Wealth Partners View FINRA BrokerCheck information Contact us Account login Ascend Wealth Partners Home (current) Meet the team Events Contact Tailored insights. Strategic solutions Advice that looks beyond your portfolio Ascend Wealth Partners Private Wealth Management Delivering solutions Personalized advice Resources for physicians Team recognitions Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof. Select business owners, real estate investors, healthcare professionals and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence. Our team 17  person seasoned team 100+ Collective years of experience > $2.8 billion Assets under management Comprehensive planning for significant wealth When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come. Show more Retirement readiness For your retirement or your company retirement plan Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more. Ready to roll over?  Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals. Retirement income planning.  Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence. Long-term care.  With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track. Helping you optimize your corporate plan.  We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements. Show more A leading global wealth manager For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever. Show more Approach your financial future with confidence A longevity strategy can help you overcome changing market conditions by helping you make long-term plans. Look to grow wealth over time so you can focus on things like selling a business or planning for retirement. Show more Planning for a changing tax landscape When it comes to planning for important goals, staying ahead of changing tax legislation can help you keep on track. Now is a good time of year to get on top of your planning , especially in light of upcoming potential tax law changes. Show more Dividing wealth across generations Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how . Show more Advice tailored precisely to your needs We have deep experience working with a wide range of successful clients who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward × Request your report × Thank you! Your request has been submitted. Resources for physicians Watch our video series below that addresses many of the most pressing issues doctors face at different points in their career. Let us help ease your financial stress Feeling uneasy about the financial decisions you are (or are not) making for yourself, family or business? Watch Bob Levin discuss how Ascend Wealth Partners can help ease your financial stress. Looking to sell your practice? Listen to Bob Levin discuss options that physicians have when looking to sell their practice. Maximizing income as a doctor Ascend Wealth Partners can share insights on how to maximize your income as a doctor by leveraging your time and assets. Financial principles physicians must know Are you a doctor that is just out of training and earning a good income, but unsure how to manage your finances and set up for your future? Watch Bob Levin discuss financial principles physicians must know. Are you looking for a career change? Are you stuck or is there a way out? As a former practicing physician, Bob Levin discusses how many of the skills you have as a doctor are transferable to a non-clinical career. × × × × × × Request your report × Thank you! Your request has been submitted. Professionals Professional [Ascend, 2023] Professionals We work with a range of professionals across an array of fields including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges. From family business success to succession From family business success to succession [Ascend, 2023] From family business success to succession The decision to step away from your business is an enormously personal experience. Whether passing to family members, selling to business partners or seeking an external buyer, careful planning can give you more control over your exit and help ensure the continued success of your family business. Together with your tax and legal advisors, we work with you to develop a personalized strategy that aims to maximize the proceeds of the sale and minimize the tax impact of the transaction.  Making a lasting difference Making a lasting difference [Ascend, 2023] Making a lasting difference We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation. Let us work with you to Contact - Ascend Wealth Partners - Beverly Hills, CA | UBS Ascend Wealth Partners View FINRA BrokerCheck information Contact us Account login Ascend Wealth Partners Home Meet the team Events Contact (current) Start the conversation Complete the form below. Fields marked with an asterisk (*) are required. You will be contacted shortly. We will not distribute any of your personal information that is submitted on our site. This includes your email address, postal address, phone number, and any other personal data. Thank you! Your request has been submitted. location Beverly Hills, CA Las Vegas, NV Santa Fe, NM Select Office Location Beverly Hills 131 South Rodeo Drive Suite 300 Beverly Hills, CA 90212 (310) 281-4613 (310) 281-4613 View Map 10801 W. Charleston Blvd Suite 400 Las Vegas, NV 89135 View Map 141 E. Palace Ave Coronado Building Santa Fe, NM 87501 View Map Terms of use Privacy statement Additional legal information Report fraudulent mail Privacy Settings Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information.   http://www.ubs.com    As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at  ubs.com/relationshipsummary . Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services.   Member SIPC   .   Member FINRA   . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products.  Member NFA   Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time. Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors). For more information on third party rating methodologies, please visit  ubs.com/us/en/designation-disclosures.html . Notice for Non-U.S. Investors  .  Notice for Non-Puerto Rico Investor  .  Order Routing Disclosure  .  Statement of Financial Condition .  Statement of Financial Condition- UBS FSI of Puerto Rico .  Best Execution Statement .  Loan Disclosure Statement .  Account Sweep Yields .  Advisory & Brokerage Services .  CFP Board's Trademark Disclaimer .  Important Information About Auction Rate Securities (Not for Puerto Rico) .  Futures Commission Merchant (FCM) Information for UBS Financial Services Inc  .  Agreements and Disclosure   © UBS 1998-2026. All rights reserved. This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement . You are free to change your cookies' settings in the privacy settings. Go to privacy settings OK Events - Ascend Wealth Partners - Beverly Hills, CA | UBS Ascend Wealth Partners View FINRA BrokerCheck information Contact us Account login Ascend Wealth Partners Home Meet the team Events (current) Contact Upcoming events Terms of use Privacy statement Additional legal information Report fraudulent mail Privacy Settings Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information.   http://www.ubs.com    As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at  ubs.com/relationshipsummary . Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services.   Member SIPC   .   Member FINRA   . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products.  Member NFA   Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time. Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors). For more information on third party rating methodologies, please visit  ubs.com/us/en/designation-disclosures.html . Notice for Non-U.S. Investors  .  Notice for Non-Puerto Rico Investor  .  Order Routing Disclosure  .  Statement of Financial Condition .  Statement of Financial Condition- UBS FSI of Puerto Rico .  Best Execution Statement .  Loan Disclosure Statement .  Account Sweep Yields .  Advisory & Brokerage Services .  CFP Board's Trademark Disclaimer .  Important Information About Auction Rate Securities (Not for Puerto Rico) .  Futures Commission Merchant (FCM) Information for UBS Financial Services Inc  .  Agreements and Disclosure   © UBS 1998-2026. All rights reserved. This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement . You are free to change your cookies' settings in the privacy settings. Go to privacy settings OK Ascend Wealth Partners - Beverly Hills, CA | UBS Ascend Wealth Partners View FINRA BrokerCheck information Contact us Account login Ascend Wealth Partners Home (current) Meet the team Events Contact Tailored insights. Strategic solutions Advice that looks beyond your portfolio Ascend Wealth Partners Private Wealth Management Delivering solutions Personalized advice Resources for physicians Team recognitions Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof. Select business owners, real estate investors, healthcare professionals and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence. Our team 17  person seasoned team 100+ Collective years of experience > $2.8 billion Assets under management Comprehensive planning for significant wealth When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come. Show more Retirement readiness For your retirement or your company retirement plan Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more. Ready to roll over?  Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals. Retirement income planning.  Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence. Long-term care.  With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track. Helping you optimize your corporate plan.  We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements. Show more A leading global wealth manager For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever. Show more Approach your financial future with confidence A longevity strategy can help you overcome changing market conditions by helping you make long-term plans. Look to grow wealth over time so you can focus on things like selling a business or planning for retirement. Show more Planning for a changing tax landscape When it comes to planning for important goals, staying ahead of changing tax legislation can help you keep on track. Now is a good time of year to get on top of your planning , especially in light of upcoming potential tax law changes. Show more Dividing wealth across generations Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how . Show more Advice tailored precisely to your needs We have deep experience working with a wide range of successful clients who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward × Request your report × Thank you! Your request has been submitted. Resources for physicians Watch our video series below that addresses many of the most pressing issues doctors face at different points in their career. Let us help ease your financial stress Feeling uneasy about the financial decisions you are (or are not) making for yourself, family or business? Watch Bob Levin discuss how Ascend Wealth Partners can help ease your financial stress. Looking to sell your practice? Listen to Bob Levin discuss options that physicians have when looking to sell their practice. Maximizing income as a doctor Ascend Wealth Partners can share insights on how to maximize your income as a doctor by leveraging your time and assets. Financial principles physicians must know Are you a doctor that is just out of training and earning a good income, but unsure how to manage your finances and set up for your future? Watch Bob Levin discuss financial principles physicians must know. Are you looking for a career change? Are you stuck or is there a way out? As a former practicing physician, Bob Levin discusses how many of the skills you have as a doctor are transferable to a non-clinical career. × × × × × × Request your report × Thank you! Your request has been submitted. Professionals Professional [Ascend, 2023] Professionals We work with a range of professionals across an array of fields including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges. From family business success to succession From family business success to succession [Ascend, 2023] From family business success to succession The decision to step away from your business is an enormously personal experience. Whether passing to family members, selling to business partners or seeking an external buyer, careful planning can give you more control over your exit and help ensure the continued success of your family business. Together with your tax and legal advisors, we work with you to develop a personalized strategy that aims to maximize the proceeds of the sale and minimize the tax impact of the transaction.  Making a lasting difference Making a lasting difference [Ascend, 2023] Making a lasting difference We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation. Let us work with you to Ascend Wealth Partners - Beverly Hills, CA | UBS Ascend Wealth Partners View FINRA BrokerCheck information Contact us Account login Ascend Wealth Partners Home (current) Meet the team Events Contact Tailored insights. Strategic solutions Advice that looks beyond your portfolio Ascend Wealth Partners Private Wealth Management Delivering solutions Personalized advice Resources for physicians Team recognitions Your passion, drive and careful stewardship of family wealth has achieved a deserved level of success. Today, perhaps more than at any other time, you need the close collaboration of a UBS Private Wealth Advisor. Whether you’re pursuing a successful business venture, creating a philanthropic impact or investing for a legacy that lasts for generations, we have all the resources under one roof. Select business owners, real estate investors, healthcare professionals and multigenerational families choose to work with us because of the depth of our experience, our knowledge and the direct and candid advice they know they can count on. We understand the complexity of significant wealth. That’s why we’ll work closely with you to help simplify your financial world, maintain your lifestyle and develop smart tax strategies so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence. Our team 17  person seasoned team 100+ Collective years of experience > $2.8 billion Assets under management Comprehensive planning for significant wealth When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come. Show more Retirement readiness For your retirement or your company retirement plan Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more. Ready to roll over?  Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals. Retirement income planning.  Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence. Long-term care.  With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track. Helping you optimize your corporate plan.  We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements. Show more A leading global wealth manager For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever. Show more Approach your financial future with confidence A longevity strategy can help you overcome changing market conditions by helping you make long-term plans. Look to grow wealth over time so you can focus on things like selling a business or planning for retirement. Show more Planning for a changing tax landscape When it comes to planning for important goals, staying ahead of changing tax legislation can help you keep on track. Now is a good time of year to get on top of your planning , especially in light of upcoming potential tax law changes. Show more Dividing wealth across generations Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how . Show more Advice tailored precisely to your needs We have deep experience working with a wide range of successful clients who have sophisticated needs, and are focused on offering you smart solutions that take into consideration where you are now and what you want to accomplish going forward × Request your report × Thank you! Your request has been submitted. Resources for physicians Watch our video series below that addresses many of the most pressing issues doctors face at different points in their career. Let us help ease your financial stress Feeling uneasy about the financial decisions you are (or are not) making for yourself, family or business? Watch Bob Levin discuss how Ascend Wealth Partners can help ease your financial stress. Looking to sell your practice? Listen to Bob Levin discuss options that physicians have when looking to sell their practice. Maximizing income as a doctor Ascend Wealth Partners can share insights on how to maximize your income as a doctor by leveraging your time and assets. Financial principles physicians must know Are you a doctor that is just out of training and earning a good income, but unsure how to manage your finances and set up for your future? Watch Bob Levin discuss financial principles physicians must know. Are you looking for a career change? Are you stuck or is there a way out? As a former practicing physician, Bob Levin discusses how many of the skills you have as a doctor are transferable to a non-clinical career. × × × × × × Request your report × Thank you! Your request has been submitted. Professionals Professional [Ascend, 2023] Professionals We work with a range of professionals across an array of fields including the medical, legal, tax and financial professions, among many others. Supporting your personal and business objectives, we tailor our advice to your specific needs for financial planning, cash flow, investing and tax planning strategies as well as business transition challenges. From family business success to succession From family business success to succession [Ascend, 2023] From family business success to succession The decision to step away from your business is an enormously personal experience. Whether passing to family members, selling to business partners or seeking an external buyer, careful planning can give you more control over your exit and help ensure the continued success of your family business. Together with your tax and legal advisors, we work with you to develop a personalized strategy that aims to maximize the proceeds of the sale and minimize the tax impact of the transaction.  Making a lasting difference Making a lasting difference [Ascend, 2023] Making a lasting difference We understand that using your wealth to transform lives and make a positive impact is an important part of any legacy—at any stage in your wealth creation. Let us work with you to