UBS Wealth Management US has opened a new office at 200 Spectrum Center Drive in Irvine, California, expanding its presence in Orange County and Southern California.
The office occupies the 18th floor of the building in the Irvine Spectrum area and was designed to support collaboration, future growth, and client service.
Amenities include technology-enabled meeting spaces, flexible layouts, a café, fitness center, EV charging, onsite auto detailing and washing, and panoramic views.
UBS Wealth Management teams based at the office include Carver & Gee Wealth Management; Katzaroff, Kottmeier, Thompson Group; Nassau Group; Roth Wealth Management Group; Sequoia Partners; The Callan Group; The Price Group; and The Tunney Group.
The new location is part of UBS’s broader investment in its Southern California wealth management business and is intended to create additional space for advisors and clients to collaborate as the Irvine operation grows.
UBS operates in more than 50 markets globally and manages approximately $6.1 trillion of invested assets based on the figure cited by the firm.
KEY QUOTES:
“This new office represents far more than a new address. It reflects the strong momentum of our team and the direction we’re heading together in Irvine and across Orange County. Every detail was considered with our advisors and clients in mind. They are the reason this branch continues to evolve and thrive. This space supports the exceptional level of service we provide to our clients, and I look forward to what we will build in this next chapter for UBS Irvine.”
Howard L. Woo, Market Director for Irvine at UBS
“Relocating our office has been a transformative step, creating an environment that has strengthened client relationships and enhanced the overall advisory experience. The move has also energized our team, positioning us to better serve clients while supporting continued growth and long-term success.”
Christopher R. Price, Managing Director, Wealth Management at The Price Group
“What excites me most about our new Irvine office is how it brings our team and clients together. Clients have an opportunity to get to know the entire team working on their behalf, and many of our planning conversations take place around a custom river table I built that has become the centerpiece of my office. The river flowing through the middle is a reminder that every client’s financial journey has its own twists and turns. Our job is to help our clients navigate that path and stay focused on where they want to go. This new office gives us a great place to have those conversations, build stronger relationships, and continue helping our clients pursue what matters most to them.”
Joseph Katzaroff, Managing Director, Wealth Management at Katzaroff, Kottmeier, Thompson Group
“This new and expanded UBS Irvine office reflects our deep commitment to this community. By investing in amenity-rich spaces where our team members and clients can meet and collaborate, we are positioning UBS to grow and serve the wealth management needs of one of Southern California’s most dynamic communities.”
Justin Frame, Pacific Desert Market Managing Director and Market Executive at UBS
