Top Wealth + Best-in-State · rank 1 · Pittsburgh, Pennsylvania · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. — Rimmel Mehaffey Pessy Wealth Consulting Group (high)
- “Rimmel Mehaffey Pessy Wealth Consulting Group” — firm_official
- Parent company — UBS Group AG (high)
- “JAMES WILLIAM RIMMEL - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “JAMES WILLIAM RIMMEL - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — Rimmel Mehaffey Pessy Wealth Consulting Group (high)
- “Rimmel Mehaffey Pessy Wealth Consulting Group” — firm_official
- Team size — 9 (medium)
- “Rimmel Mehaffey Pessy Wealth Consulting Group” — firm_official
- CRD — 2564144 (high)
- “JAMES WILLIAM RIMMEL - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Years experience — 29 (medium)
- “Jim joined UBS in 1997 and has since acquired many accreditations and awards.” — firm_official
- Designations — CIMA, other:CRPC, other:CRPS (high)
- “Certified Investment Management Analyst” — firm_official
Book of business
- Team AUM ($M) — 2700 (high)
- “Team Assets (Custodied): $2.7B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size for New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 50 (high)
- “Typical Net Worth of Relationships: $1-50M” — forbes_shook
- Client niche — high-net-worth individuals, business owners and C-suite executives (high)
- “High-net-worth individuals, business owners, ultra-high net worth families, C-Suite employees, and qualified retirement plan clients.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Series 7, 31, 63, and 65; insurance license” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/rmp/ (high)
- “Website: https://advisors.ubs.com/rmp” — forbes_shook
- Value proposition (verbatim) — We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. (high)
- “We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth.” — firm_official
- Differentiators — Wealth planning that makes a difference, A lasting relationship starts by listening and understanding your priorities and concerns, Structured approach combining a disciplined process, customized investment solutions, comprehensive financial planning and focused experience, Liquidity. Longevity. Legacy. planning framework, UBS Wealth Management Pinnacle Council distinction (high)
- “Wealth planning that makes a difference” — firm_official
- “a lasting relationship starts by listening and understanding your priorities and concerns” — firm_official
- Content marketing — occasional (low)
- “Will history repeat, rhyme or change course? The answers are likely to shape the world, and your investments, in the coming year and beyond. Dive into insights from the UBS Chief Investment office by reading our report—y” — social_or_third_party_db
- Has podcast — no (medium)
- “Rimmel Mehaffey Pessy Wealth Consulting Group” — firm_official
- Books published — 0 (medium)
- “Jim joined UBS in 1997 and has since acquired many accreditations and awards.” — firm_official
- Linkedin url — https://www.linkedin.com/in/james-w-rimmel-6412456 (medium)
- “James W. Rimmel on LinkedIn: UBS Year Ahead 2024: A new world” — social_or_third_party_db
- Social presence — none (low)
- “Will history repeat, rhyme or change course? The answers are likely to shape the world, and your investments, in the coming year and beyond.” — social_or_third_party_db
- Press awards — Barron's Top 1,200 Financial Advisors (2009-2023), Barron's Top 1,500 Financial Advisors, UBS Wealth Management Pinnacle Council (2025) (medium)
- “Barron's Top 1,500 Financial Advisors” — forbes_shook
- “UBS Wealth Management Pinnacle Council distinction (2025)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Logo url — https://advisors.ubs.com/mediahandler/media/321450/UBS_Logo_Semibold.svg (medium)
- “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Visual brand notes — UBS corporate template: white/gray ground with UBS red accents, clean sans-serif type, affluent lifestyle photography of families and nature; no team-specific mark. (high)
- “mediahandler/media/668159/UBS2017050800643222_1861x986.jpg” — firm_official
