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Build a plan for the future you envision

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What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Maxwell D. Bardeen Jr.

    Maxwell Bardeen

    Managing Director

    Branch Manager

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Max Bardeen is the Private Wealth Management (PWM) Market Head for the New England Region, and is responsible for facilitating and maintaining relationships with ultra-high net worth families and family offices within the area.

    Max sits on the Board of Directors of the Big Sister Association of Boston, the Board of Directors of Horizons for Kids and the Board of Directors of the Francis Ward Paine Foundation. Max is also a Member of Corporation at the Perkins School for the Blind. He has served as Co-Chair of the Annual Fund for the Dedham Country Day School and for the Noble and Greenough School. Max and his wife, Beth, live in Dedham, MA and have two children.

    Max is a graduate of the General Electric Experienced Management Development Course and completed the Darden School for Executive Education – Leadership and Management Program in 1998. He has been a member of the UBS Director’s Council, and was a 2002 recipient of UBS’s Ed Connolly Leadership award. Max is a graduate of Lafayette College in Easton, PA.

          200 Clarendon Street
          24th Floor
          Boston, MA 02116
        • Kate Daniels

          Kate Daniels

          Executive Director

          Branch Manager

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          • CT
          • MA
          • NJ
          • NY
          • RI

                200 Clarendon Street
                24th Floor
                Boston, MA 02116
              • Laura Arico

                Laura Arico

                Director

                Market Administrative Officer

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                • CT
                • DC
                • MA
                • NC
                • NJ
                • NY
                • RI

                      200 Clarendon Street
                      24th Floor
                      Boston, MA 02116

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    US banking sector update: Where we are now

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager