The Matthews Oliver Group is a team of experienced financial advisors at UBS Financial Services Inc. in Menlo Park, CA. Led by Grant Matthews, a Managing Director with over 28 years of experience, the group specializes in retirement planning, estate planning strategies, and investment management. They focus on building long-term relationships with Bay Area executives, entrepreneurs, and retirees, providing quality strategies customized to their clients' needs.
Amy Oliver, a Senior Vice President Wealth Management Financial Advisor, partners with Grant Matthews to deliver comprehensive wealth management advice to high net worth clients. With a combined 41 years of financial advisory experience, they offer expertise in financial planning, wealth transfer, philanthropy, income taxation planning, and risk management. The team is dedicated to helping individuals and their families achieve their financial goals and aspirations.
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