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Wealth Management US

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Rita J. Rothstein
Vice President - Investments
775 Page Mill Road
Palo Alto, CA 94304
650-496-7423
650-496-7499 fax
rita.rothstein@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS is developing a structure to repurchase auction preferred stock from clients
UBS announces estimated results for second quarter

My Perspective
Corporate Profile CorporateProfile.pdf
Individual Investor Profile ind_investorprofile.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: Clouds on the horizon UBS Market Outlook (125kb)
A Conversation with Marten Hoekstra

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