A plan for today, tomorrow and generations to come

Office lobby

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Artist building frame

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.

  • John H

    John Houlihan

    Managing Director

    Branch Manager

    • image
    • image
    • image
    • AR
    • FL
    • MA
    • NJ
    • NY
    • UT

          58 South Service Road
          Suite 310
          Melville, NY 11747
        • Glenn

          Glenn DePalma

          Executive Director

          Branch Manager

          • image
          • image
          • image
          • FL
          • NJ
          • NY

                58 South Service Road
                Suite 310
                Melville, NY 11747

              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

              Insights