Ultra Advisory Group

Dedicated

Ultra Advisory Group is dedicated to helping affluent families simplify and organize their wealth by preparing custom solutions for each family.   

What do we do?

At Ultra Advisory Group, family wealth management is at the core of our practice, focusing on professionals and families in the biotechnology, pharmaceutical, and technology industries.

 

Ultra Advisory Group is dedicated to helping affluent families simplify and organize their wealth by preparing custom solutions for each family.   We want to help our clients plan ahead for their families – their spouses, their children, and future generations.   Our areas of focus include: Family Wealth Planning, Executive compensation analysis and strategies, Estate and Tax Planning Strategies, Risk analysis and portfolio construction, College Planning, Philanthropy and Gifting Strategies.

 

Ultra Advisory Group provides investment advisory services through NWAM, LLC dba Northwest Asset Management.  Bryan Gould is an investment advisor representative of Northwest Asset Management.

 

Northwest Asset Management and its associates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

 

Who are we?

Bryan Gould

Investment Advisor Representative

 

As a portfolio manager, Bryan Gould specializes in family wealth management.  With over 12 years of experience with large firms in the financial services industry, Bryan has adopted a comprehensive approach to planning and investing while building long-term relationships.  He works with a select number of families across the states, with the majority living in California.

 

Bryan graduated from the University of Massachusetts, Amherst with a degree in business from the Isenberg School of Management and in his spare time, is a competitive trail runner focusing his efforts in ultra-marathon distance events.

 

CA Insurance Producer License Number 0F70713. 

 

Have Questions? Reach Out

19800 MacArthur Boulevard, Suite 300

Irvine, CA 92612
P: 
949.257.2989
F: 206.838.3681

 

 

 

NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.