Specializing in court-appointed fiduciary asset management since 1994, The Falkowski Wealth Management Group - UBS Financial Services Inc. operates from downtown San Diego's W Broadway corridor on the 21st floor. The practice has managed investments for personal trusts, irrevocable trusts, conservatorships, guardianships, probate estates, and special needs trusts across more than 550 law offices in over 30 state jurisdictions, coordinating fiduciary accounting with CPA specialists such as Craig V. Castanos CPA on court-supervised reporting requirements. UBS Financial Services Inc. holds SEC registration as both a broker-dealer and investment advisor, CFTC registration as a Futures Commission Merchant, and maintains FINRA, SIPC, and NFA membership — a regulatory framework supporting the firm's $7 trillion in global invested assets across 51 countries. The lead advisor holds California Insurance License #0A73307 and has maintained continuous registration since 1987, with registrations active in 44 states to accommodate fiduciary accounts domiciled across multiple jurisdictions. The group's bonding assistance program helps prospective fiduciaries obtain court-required surety bonds where standard underwriting would otherwise decline coverage, a niche capability that often intersects with probate and conservatorship attorneys at downtown firms such as Buchalter. Highest-tier engagements include Uniform Prudent Investor Act-compliant portfolio construction for court-supervised accounts requiring annual judicial accounting and compliance with California Probate Code Sections 2401–2403 investment standards.