Your Gateway to Wealth and Fulfillment

UBS advisor podcasts

"Your Gateway to Wealth and Fulfillment" is a podcast series designed to guide listeners on their journey to financial success and personal happiness. Each episode offers actionable strategies and inspiring stories to help you unlock your full potential in both wealth-building and life satisfaction.

16 Jan 2026

Business Owner Series - Josh Tarbutton

Andrew and Candace sit down with Josh Tarbutton, Founder and Chairman of Bravo team, along with his wife Toni. They talk about their backgrounds, how they met, what its like for Toni to support a business owner and so much more.

00:00
41:50

26 Nov 2025

Business Owner Series: Denis Kouroussis

Andrew is joined by Denis Kouroussis, CEO of Volta Insite to discuss his background, how Volta makes electrical systems more reliable, and what lessons he would give to young entrepreneurs.

00:00
27:53

04 Sep 2025

An Architectural Pioneer

Andrew and Candace sit down with Terry Shook, Founding Partner and Principal at Shook Kelley. They discuss Terry's background, the revitalization of Detriot, his involvement in helping make South End what it is today, as well as the future of real estate development.

00:00
35:27

14 Jul 2025

Planning the Exit: Before, During & After the Sale

Andrew is joined by James Jack, who is the Head of the Business Owners Client Segment at UBS. The two discuss the full lifecycle of growing and selling a business, what owners can do to prepare years ahead, and how UBS supports business owners.

00:00
29:04

18 Jun 2025

Artificial Intelligence

Andrew and Candace are joined by Harry Simons, Equity Strategist, CIO Americas to discuss Artificial Intelligence and UBS’s view on the future of this exciting topic.

00:00
03:16:19

Contact information

Gateway Wealth Management
6100 Fairview Road
Suite 900
Charlotte, NC 28210

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Conversations

Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere