How can you pursue what matters most?

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.

Mother daughter laptop

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.

  • image

    William Cholawa

    Managing Director

    Market Executive

    • image
    • image
    • CT
    • MA
    • ME
    • NH
    • NJ
    • NY
    • PA
    • RI
    • VT

        • image

          Jad Dieterle

          Executive Director

          Market Director

          • image
          • image
          • image
          • ME
          • MI
          • NH
          • SC
          • TX

                1 City Center
                10th Floor
                Portland, ME 04101
              • image

                Patrick Henning

                Director

                Associate Market Executive

                • image
                • image
                • image
                • MA
                • ME
                • NH
                • VT

                      1155 Elm Street
                      Suite 501
                      Manchester, NH 03101
                    • image

                      Jeffrey Houdlette

                      Director

                      Admin Manager

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

                            1 City Center
                            7th Floor
                            Portland, ME 04101

                          Focus on liquidity management

                          CIO House View monthly livestream

                          Tree

                          UBS and Credit Suisse—stronger than ever

                          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

                          Insights