Aquitaine Wealth Management is a team of experienced professionals within UBS Financial Services Inc. in San Francisco, CA, offering strategic solutions and private wealth management services. With a multigenerational perspective and broad access, they help clients navigate the changes that shape the global economy, providing comprehensive financial plans for wealthy individuals, multi-generational families, business owners, private foundations, and family offices.
Inspired by the determination and creativity of Eleanor of Aquitaine, one of the most influential figures in western Europe during the 12th century, Aquitaine Wealth Management aspires to bring her principles to their practice. Led by Nancy Barrett, a Managing Director and Financial Advisor, the team aims to streamline the complexities that can accompany significant wealth, utilizing the extensive capabilities of UBS Private Wealth Management.
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