Lasting relationships

Understanding what matters most to you

Office lobby

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Father and daughter

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.

  • Charles-Powers

    Charles Powers

    Managing Director

    Market Head

    • image
    • image
  • Jordan-Grangard

    Jordan Grangard, CEPA

    Director

    Assistant Market Head

    • image
    • image
    • image
  • Janet Leahy

    Janet Leahy

    Director

    Market Administrative Officer

    • image
    • image
    • image
  • image

    Jeffrey Potter

    Director

    Supervisory Officer

    • image
    • image
    • image
  • Susan-Plante

    Susan Lynn Plante

    Executive / Team Assistant

    • image
    • image
    • image
Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

Insights