Top Wealth + Best-in-State · rank 1 · Bellevue, Washington · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (UBS Financial Services Inc.) (high)
- “MICHAEL SCOTT MATTHEWS | 1275085 | UBS Financial Services Inc. | Bellevue, WA / Scottsdale, AZ” — sec_finra_regulatory
- “Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.” — firm_official
- Parent company — UBS Group AG (high)
- “Backed by the strength of our parent company, UBS AG” — firm_official
- Firm type — wirehouse (high)
- “Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINR” — firm_official
- “MICHAEL SCOTT MATTHEWS | 1275085 | UBS Financial Services Inc. | Bellevue, WA / Scottsdale, AZ” — sec_finra_regulatory
- Team name — The Matthews Group (high)
- “The Matthews Group For over 30 years, The Matthews Group has served our clients with utmost dedication by viewing each relationship as a long-term commitment.” — firm_official
- Team size — 19 (medium)
- “With The Matthews Group, you are connected to a dedicated group of highly credentialed professionals with over 250 years of combined experience working directly with individuals and families navigating important decision” — firm_official
- “Michael S. Matthews || Managing Director–Wealth Management” — firm_official
- CRD — 1275085 (high)
- “MICHAEL SCOTT MATTHEWS | 1275085 | UBS Financial Services Inc. | Bellevue, WA / Scottsdale, AZ” — sec_finra_regulatory
- “IAPD Report MICHAEL SCOTT MATTHEWS Section Title Report Summary Qualifications” — sec_finra_regulatory
- Years experience — 34 (high)
- “– Financial Advisor, UBS, 2011 – present” — firm_official
- “For over 30 years, The Matthews Group has served our clients with utmost dedication by viewing each relationship as a long-term commitment.” — firm_official
- Designations — — (high)
- “Michael S. Matthews || Managing Director–Wealth Management” — firm_official
Book of business
- Team AUM ($M) — 3100 (high)
- “"Team Assets (Custodied)":"$3.1B"” — forbes_shook
- “19 investment professionals; $3 billion assets under management” — firm_official
- Account minimum ($M) — 3 (high)
- “"Minimum account size for new business":"$3M"” — forbes_shook
- Typical client net worth ($M) — 15 (high)
- “"Typical Net Worth of Relationships":"$15M-1B"” — forbes_shook
- Client niche — multigenerational families, business owners, executives and real estate investors (high)
- “Our deep experience includes working with multigenerational families, business owners, executives, and real estate investors.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/thematthewsgroup/ (high)
- “The Matthews Group For over 30 years, The Matthews Group has served our clients with utmost dedication by viewing each relationship as a long-term commitment.” — firm_official
- Value proposition (verbatim) — It is our mission to be our clients' most loyal financial advocates. We put their needs first and tailor our advice accordingly. We see this as the foundation for a fully integrated wealth management experience designed to advance our clients' best interests. (high)
- “It is our mission to be our clients’ most loyal financial advocates. We put their needs first and tailor our advice accordingly. We see this as the foundation for a fully integrated wealth management experience designed ” — firm_official
- “Guided by a commitment to excellence, we serve as our clients’ trusted financial advisors, striving to achieve strong risk-adjusted returns and long-lasting relationships.” — firm_official
- Differentiators — Over 250 years of combined team experience across highly credentialed professionals, Full-spectrum advice from investment management to estate, tax, charitable planning, business succession and family governance, Backed by the extensive resources of UBS Private Wealth Management and the global investment bank, Integrates institutional-level business solutions for family offices via UBS Family Office Solutions, Aims to be clients' 'lifetime advisors' through a customized plan that evolves over time (high)
- “With The Matthews Group, you are connected to a dedicated group of highly credentialed professionals with over 250 years of combined experience working directly with individuals and families navigating important decision” — firm_official
- “Our advice covers the full spectrum from investment management, estate and tax, charitable planning, wealth transfer, business succession, family governance, next generation education, liquidity management to banking and” — firm_official
- Content marketing — occasional (medium)
- “Talking about future financial responsibility can be an emotional and challenging topic for families. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discuss” — firm_official
- Has podcast — no (medium)
- “The Matthews Group For over 30 years, The Matthews Group has served our clients with utmost dedication by viewing each relationship as a long-term commitment.” — firm_official
- Books published — 0 (medium)
- “Ohio State University, B.S.B.A. in Accounting || Private Wealth Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/michaelsmatthews (high)
- Social presence — linkedin_active (medium)
- Press awards — Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 100 Financial Advisors, 2025, Barron's Top 1,000 Financial Advisors, 2009-2013, Forbes Best-in-State Wealth Management Teams, 2025 (The Matthews Group), Ranked #1 in Washington State by Forbes/SHOOK Research (high)
- “Barron's Top 1,500 Financial Advisors, 2026” — firm_official
- “Michael Matthews: Barron's Top 1,500 Financial Advisors, 2014-2026 The Barron's rating is awarded annually in March based on information from the prior year Q3.” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — https://advisors.ubs.com/thematthewsgroup/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “” — firm_official
- “
- Visual brand notes — Standard UBS corporate template: red-and-white palette, clean sans-serif type, three-keys mark. Warm lifestyle photography of multigenerational families outdoors — porches, beaches, orchards — plus red line-art icons and a row of Forbes/Barron's award badges. (high)
- “” — firm_official
- “Connect to a world of insight and opportunity” — firm_official
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