California Team Leaves UBS to Create a New Investment Advisory and Planning Firm: Glomb Private Wealth

Calendar IconJuly 2023

LOS GATOS, Calif.–(BUSINESS WIRE)–Glomb Private Wealth is proud to announce that it has officially launched as an independent registered investment advisory firm.

Glomb Private Wealth is committed to delivering advanced planning, tailored solutions, and world-class service to help a select group of successful clients protect wealth, optimize after-tax returns, and build a legacy for future generations.

The firm will be led by Founders Christian A. Glomb, CFP® and Michael C. Glomb, CFP® – a father and son team who worked together at UBS and managed approximately $600 million in assets. Chris is a CERTIFIED FINANCIAL PLANNER™ professional with 40 years of experience – most recently serving as a Senior Vice President at UBS where he earned numerous firm recognitions. Chris earned his bachelor’s degree from Santa Clara University. Michael has 12 years of experience and is a CERTIFIED FINANCIAL PLANNER™ professional. He has also been recognized as an industry leader, including being named to Forbes America’s Top Next-Gen Wealth Advisors Best-in-State for 2022. He received his bachelor’s and master’s degrees from Loyola Marymount University, where he played collegiate baseball.

“Glomb Private Wealth is a newly independent firm with roots that date back to 1981 – the culmination of decades of dedication to helping clients manage the complexities of wealth,” said Chris Glomb, Founder & Private Wealth Advisor. “We are excited to embrace the freedom and many benefits of the independent space, including the ability to operate as fiduciaries, deliver objective advice and complete services, and protect the best interests of clients.”

Chris and Michael will be joined by Jessica R. Regidor as the firm’s Managing Director & Chief Operating Officer and Sara-Belle Guglielmino as Client Service Associate. The credentialed team has over 70 years of collective experience and is aligned to blend the speed and personal touch of being a boutique firm with the depth and breadth of world-class resources to provide an exceptional and unparalleled experience across financial life.

The team will be supported by industry-leading resources, including BNY Mellon Pershing and Sanctuary Wealth. BNY Mellon custodies over $40 Trillion and is the longest standing operating bank in the U.S., surpassing 235 years – and will serve as custodian to ensure the safety of assets. Sanctuary is an industry-leading platform for elite independent advisors who will provide access to infrastructure support, investment vehicles, and unique opportunities.

“Everything we do is driven by our belief that the best long-term outcomes are driven by earning trust and building deep, multi-generational family relationships,” said Michael Glomb, Founder & Private Wealth Advisor. “That is why we have combined the values of a small business with the vast and proven resources of global financial institutions – giving clients the best of both worlds to protect wealth, create peace of mind, and pursue lasting prosperity.”

The firm will be headquartered in Los Gatos, CA.

About Glomb Private Wealth

Glomb Private Wealth is an independent advisory firm committed to advanced planning, tailored solutions, and world-class service to help a select group of successful clients protect wealth, optimize after-tax returns, and build a legacy for future generations. For additional information, please visit: https://glombprivatewealth.com