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$6.9 trn
UBS Group invested assets
As of 10/29/2025
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Financial Advisor
I have been with UBS Financial Services since 1999. I am a First Vice President of Wealth Management, Senior Portfolio Manager and Wealth Advisor. In addition to an undergraduate degree from University of Pennsylvania, I obtained a Juris Doctor from Suffolk University and my Master of Business Administration from University of Connecticut. My team and I offer consultation and analysis for individual and group retirement plans.
At UBS Financial Services, we are acutely aware that the quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future-with many retirement plan alternatives from which to choose.
Retirement plans offer such advantages as:
Choosing an appropriate retirement plan for your business can be complicated and time consuming. Whether you are considering a plan for the first time or evaluating an existing one, we can offer important services to help you understand the various alternatives and the key elements of the available options.
We can help you with determining what retirement plan options best suits your needs. Working with you, we can create:
Providing sufficient retirement income for you and your employees at a reasonable cost to your business requires careful planning and investing. At UBS Financial Services, we can review your needs and develop appropriate strategies to establish a new retirement plan program for your business or enhance an existing one.
Please contact The Bassock Wealth Management Team at 888-751-0287 or email us at andrew.bassock@ubs.com
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
I have been with UBS Financial Services since 1999. I am a First Vice President of Wealth Management, Senior Portfolio Manager and Wealth Advisor. In addition to an undergraduate degree from University of Pennsylvania, I obtained a Juris Doctor from Suffolk University and my Master of Business Administration from University of Connecticut. My team and I offer consultation and analysis for individual and group retirement plans.
At UBS Financial Services, we are acutely aware that the quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future-with many retirement plan alternatives from which to choose.
Retirement plans offer such advantages as:
Choosing an appropriate retirement plan for your business can be complicated and time consuming. Whether you are considering a plan for the first time or evaluating an existing one, we can offer important services to help you understand the various alternatives and the key elements of the available options.
We can help you with determining what retirement plan options best suits your needs. Working with you, we can create:
Providing sufficient retirement income for you and your employees at a reasonable cost to your business requires careful planning and investing. At UBS Financial Services, we can review your needs and develop appropriate strategies to establish a new retirement plan program for your business or enhance an existing one.
Please contact The Bassock Wealth Management Team at 888-751-0287 or email us at andrew.bassock@ubs.com
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
