Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

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    Jad Dieterle

    Executive Director

    Market Director

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    • ME
    • MI
    • NH
    • SC
    • TX

          1 City Center
          10th Floor
          Portland, ME 04101
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          Patrick Henning

          Director

          Associate Market Executive

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          • MA
          • ME
          • NH
          • VT

                1155 Elm Street
                Suite 501
                Manchester, NH 03101
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                Jeffrey Houdlette

                Director

                Admin Manager

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                • FL
                • MA
                • ME
                • NH
                • NY
                • VT

                      1 City Center
                      7th Floor
                      Portland, ME 04101

                    Are markets going "Back to the Future"?

                    Debt ceiling and inflation

                    Tree

                    Exceptional financial strength and stability

                    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

                    $3.9 trillion

                    In invested assets globally 
                    As of 12/31/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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