Let's move forward. Together.

Aloupis - Moore Wealth Management

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

father son handshake

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.

  • Carl Aloupis Profile Photo

    Carl Aloupis

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA

    Carl is co-founder of Aloupis - Moore Wealth Management.  Now in his 18th year in the financial services industry, Carl has focused the majority of his career managing the unique needs of high net worth investors. His specialties include but are not limited to:  Retirement and income planning, estate planning, risk mitigation, and portfolio management.  Carl will partner with you as your financial needs evolve to help you customize and develop strategies to best meet your personal needs. 

    He received his Bachelor of Arts degree from Framingham State University and graduated cum laude. Carl and his wife Margaret reside in Shrewsbury, Massachusetts with their two children. He enjoys tennis, history, astronomy, and spending time with his family.

      • Framingham State University, Bachelor of Arts degree
      • CERTIFIED FINANCIAL PLANNER™
      • Portfolio Manager
      55 William Street
      3rd Floor
      Wellesley, MA 02481
    • Jonathan Moore Profile Photo

      Jonathan Moore

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • KS
      • MA
      • MD
      • ME
      • MN
      • MO
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OH
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA

      Jon is co-founder of Aloupis - Moore Wealth Management.  He dedicates his time meeting with individuals, families and business owners; helping them craft their unique financial plans. Prior to joining UBS in 2014, Jon worked for over 10 years at Fidelity Investments. He was educated in Massachusetts, first graduating from UMass-Amherst followed by Clark University where he earned a Finance MBA. Jon and his wife Megan are currently raising their two children in Ashland, MA. Like many people, Jon belongs to a family that has experienced financial challenges, and that is why he embraced a career that allows him to help others plan for a better financial future.  In his spare time Jon is a member of the Town of Ashland Finance Committee.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

      • University of Massachusetts, Amherst, Social & Behavioral Sciences
      • Clark University (Worcester, MA), MBA in Finance & Management
      • CERTIFIED FINANCIAL PLANNER™
      • Portfolio Manager
      55 William Street
      3rd Floor
      Wellesley, MA 02481
    • Kate Gamache Profile Photo

      Kate Gamache

      Senior Client Associate

      • image
      • image
      • CA
      • FL
      • MA
      • ME
      • NY
      • TX

      Kate joined UBS in 2017 and brings 12 years of experience in the financial services industry. Kate is dedicated to providing our select clientele exceptional service, focusing on the business operational support, generating reports and proposals, and enhancing practice management.

      Outside of work, Kate enjoys cooking, traveling and spending time with her family.

      Kate holds a BS in Business Management and Accounting from Westfield State University. She and her husband Kevin reside in Holliston, Massachusetts with their two young daughters.

        • Westfield State University, BS in Business Management and Accounting
          55 William Street
          3rd Floor
          Wellesley, MA 02481
        • image

          Nicholas Nannicelli

          Senior Wealth Strategy Associate

          • image
          • image
          • MA

                55 William Street
                3rd Floor
                Wellesley, MA 02481

              The circular economy: What is it?

              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