01Azeem Shah
Director, Associate Market Executive
An experienced team builder who previously led 35 advisor trainees and managed relationships for approximately 200 clients.
UBS Wealth Management · Incline Village
Let's move forward. Together.
Your ambitions are personal. The resources behind them can be global. We bring both together from the shores of Lake Tahoe.
Start a conversationIncline Village, NevadaLocal advice. Global perspective.
$7Tinvested assets
51countries
160+years of perspective
Global scale, brought to your individual financial life.
See the whole pictureAdvice begins with perspective
Where are you today, and where do you want to be tomorrow?
A lasting relationship starts by listening. We look beyond a portfolio to understand your priorities, your concerns and the people who matter to you.
01LiquidityFor life today
02LongevityFor longer lives
03LegacyFor generations
UBS Wealth Way helps organize your financial life across cash flow, long-term needs and the legacy you want to leave.
Leadership close to home
Nearly two decades of experience, focused on what comes next.
Taylor Wan leads the Incline Village branch as Executive Director and Market Director. A Certified Financial Planner™ and Certified Wealth Strategist®, Taylor has built a career helping clients and advisors navigate opportunity and change.
CFP®CWS®Executive Director
Start a conversation
One relationship. Generations of strength.
Built to help you navigate changing markets.
1862
A 160+ year foundation
UBS has guided clients through generations of market opportunity and challenge, backed by parent company UBS AG.
Today
Global insight, made personal
Research, market perspectives and planning capabilities from a leading global wealth manager, delivered through your local team.
The people behind the plan
Experience works better as a team.
Leadership, administration and risk oversight working in concert for every client relationship.
01
02Philip Topacio
Director, Market Administrative Officer
More than 18 years of financial-industry management experience, including a career at UBS that began in 2016.
03Barbara Fain
Director, Market Supervisory Officer
More than 16 years of financial-industry management experience and a UBS tenure dating to 2004.
A clearer way forward
Questions worth asking.
The right plan starts with an honest conversation about what you need your wealth to accomplish.
What does the planning process cover?
Your plan can connect liquidity and cash flow with investments, insurance, estate planning strategies, trusts and philanthropic goals.
How does global scale benefit a local client?
It provides access to CIO perspectives, global market insight and institutional resources while preserving a direct relationship with your Incline Village team.
How is UBS Financial Services Inc. regulated?
It is an SEC-registered investment adviser and broker-dealer, and a member of SIPC, FINRA and NFA.
Incline Village · Nevada