Bethesda, Maryland · Wealth Strategy Est. partnership with UBS Financial Services Inc.

Capital that moves with conviction.

The BoundaryRock Group is a Bethesda-based wealth advisory practice operating within UBS Financial Services Inc. We build disciplined, multi-generational financial plans for founders, executives, and families who refuse to leave their future to chance.

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BoundaryRock Group · UBS Financial Services Inc. Scroll
The Approach

A method built on four load-bearing pillars.

We treat wealth the way geologists treat rock: study the strata, understand the pressure, plan for the long horizon. Every plan we deliver rests on four interlocking disciplines — drag to explore.

01 / DISCOVERY

Deep-bore Discovery

We map your full balance sheet — held assets, liabilities, business interests, family obligations, and timeline pressures — before a single recommendation is made.

IncludedInitial consult
02 / STRATEGY

Stratified Allocation

Portfolios are constructed in layers — liquidity, growth, and long-horizon sleeves — calibrated to your risk tolerance and reviewed against UBS research quarterly.

$2,500Strategy build
03 / PROTECTION

Downside Architecture

Insurance, liability overlays, and estate structures are stress-tested against market shocks, longevity risk, and family transition scenarios.

$1,800Risk audit
04 / STEWARDSHIP

Quarterly Stewardship

Plans are living documents. We reconvene every ninety days to rebalance, re-underwrite goals, and re-commit to the discipline that compounds over decades.

0.85%AUM / year
05 / TRANSITION

Business Succession

For owner-operators approaching transition, we coordinate valuation, tax-efficient exit structures, and post-liquidity reinvestment in a single timeline.

$5,000Engagement fee
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About the Practice

Anchored in Bethesda. Underwritten by UBS.

The BoundaryRock Group was founded on a simple conviction: that disciplined, fiduciary-minded wealth management should feel personal, not institutional. As a practice operating within UBS Financial Services Inc., we pair the capital markets reach of a global firm with the attention of a local Bethesda team.

"We don't chase performance. We engineer the conditions under which performance becomes inevitable."

Our clients are physicians at Suburban Hospital, founders exiting software businesses along the I-270 corridor, federal executives in Chevy Chase, and multi-generational families in Kenwood. What they share is a refusal to delegate their financial future to a call center.

$420M
Client assets advised
17 yrs
Average advisor tenure
98%
Client retention
24/7
Portal & advisor access
The BoundaryRock Group advisory office in Bethesda, Maryland
Bethesda, MD
Wisconsin Avenue corridor
Advisory Services

Six disciplines. One coordinated balance sheet.

Every engagement begins with a fixed-scope discovery phase. From there, services are scoped to your situation — not sold from a shelf.

01
Comprehensive Wealth Planning
A full-balance-sheet financial plan covering cash flow, insurance, tax, estate, and investment coordination — delivered as a living document refreshed annually.
From$3,500
02
Investment Management
Actively managed portfolios built on UBS research, with stratified allocation across liquidity, growth, and long-horizon sleeves. Quarterly rebalancing and tax-loss harvesting included.
From0.85% AUM
03
Retirement Income Strategy
Distribution planning for pre-retirees and retirees, including Social Security optimization, Roth conversion laddering, and sequence-of-returns risk mitigation.
From$2,800
04
Business Succession & Exit
For owner-operators: valuation review, tax-efficient exit structuring, ESOP evaluation, and post-liquidity reinvestment planning coordinated with your CPA and counsel.
From$5,000
05
Estate & Trust Coordination
Multi-generational transfer strategies, trust structure review, beneficiary audits, and coordination with estate counsel — designed to minimize friction and tax drag.
From$3,200
06
Executive Compensation Planning
RSU vesting schedules, ISO/NSO strategy, 10b5-1 plans, and concentrated stock risk management for executives at public and pre-IPO companies in the D.C. metro.
From$2,400
Why BoundaryRock

The difference is in the discipline — and the people who enforce it.

Fiduciary Standard

We operate under a fiduciary duty to act in your best interest — not as brokers chasing commission. Every recommendation is documented against that obligation.

Quarterly Cadence

Plans decay without attention. We reconvene every ninety days — not annually — to rebalance, re-underwrite goals, and recommit to the strategy.

UBS Research Backbone

You get the capital-markets intelligence, alternatives access, and operational scale of UBS — delivered through a local team that knows your name.

Local Bethesda Presence

Our office sits on the Wisconsin Avenue corridor. We meet clients in person — at our office, your home, or your business — across Montgomery County.

Multi-Generational

We plan for the next branch of your family tree — not just the next quarter. Estate, education, and successor planning are built in, not bolted on.

Transparent Fees

Fixed-scope planning fees and a clear AUM schedule. No hidden trails, no commissioned products, no surprises buried in a prospectus.

Inside the Practice

Where the work happens.

BoundaryRock advisory team reviewing client portfolio strategy Strategy Room
Bethesda office interior with market data displays Bethesda Office
Advisor workspace with financial planning documents Planning Desk
Client meeting area overlooking Wisconsin Avenue Client Lounge
Capital markets research station at BoundaryRock Group Markets Desk
Begin the Conversation

Schedule a no-obligation consultation.

Most engagements begin with a 45-minute discovery call. We'll listen first, ask hard questions, and tell you honestly whether we're the right fit for your situation. If we're not, we'll refer you to someone who is.

Office
Bethesda, Maryland · Wisconsin Ave corridor
Email
Via secure form →

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