Portfolio construction grounded in CIMA® methodology from the Wharton School defines the approach at Dawson Wealth Management Group, a UBS Financial Services team at 600 West Broadway in downtown San Diego. The team's planning-based approach extends to eldercare-funding strategies for aging clients, coordinating Medicaid spend-down projections and long-term care placement with residential providers such as The Villa on Bankers Hill. Dawson Wealth Management Group joined UBS in 2021 and operates as part of the world's largest wealth manager, accessing UBS's global research platform, institutional-grade alternative investments, and multi-currency lending facilities. Fixed-income portfolio construction at the downtown San Diego office incorporates municipal bond allocations for California residents in the top marginal bracket, drawing on the same public-finance expertise available through Hilltop Securities Inc. for tax-exempt yield analysis. The team's most complex mandates involve unified managed account structures blending direct-indexed equity sleeves, ESG-screened fixed income, and private market co-investments within a single UBS platform reporting framework.