Let's move forward. Together.

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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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    Kurt Wright

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    Kurt is a Financial Advisor at UBS Wealth Management, working out of both the Boston and Rockland offices. He is dedicated to helping individuals and families navigate complex financial decisions through personalized planning and disciplined investment strategies. He believes meaningful wealth accumulation requires thoughtful planning and consistency, and he works closely with clients to design tailored solutions that address challenges such as tax efficiency strategies, estate planning strategies, income needs, and long-term wealth transfer.

    Acting as a “quarterback” for his clients’ financial lives, Kurt coordinates closely with CPAs, attorneys, and other trusted professionals to deliver a cohesive, planning-based approach. His goal is to simplify complexity and provide a highly personalized client experience built on trust and long-term partnership.

    Kurt earned his degree in Finance and Economics from Robert Morris University, where he was a Division I NCAA hockey player and team captain.

          One Post Office Square
          35th floor
          Boston, MA 02109
          kurt.wright@ubs.com
          Kurt Wright
          One Post Office Square,Boston,MA,02109
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          Tracy Bryant

          Client Associate

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            Tracy has over 30 years of financial services experience. Tracy is responsible for delivering a high level of client service and administrative support. Tracy helps ensure that clients’ needs are met on a day-to-day basis, including opening new accounts, processing transactions, account transfers and wires as well as scheduling appointments and taking care of deposits and disbursements.

                  1099 Hingham Street
                  3rd Floor
                  Rockland, MA 02370
                  tracy.bryant@ubs.com
                  Tracy Bryant
                  1099 Hingham Street,Rockland,MA,02370

                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.

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                Turn possibilities into a plan

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                A leading global wealth manager

                A new era of wealth is underway

                And this is your time to define success on your terms.

                Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $7 trn

                UBS Group invested assets
                As of 12/31/2025

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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