Strength. Support. Opportunity.

Your priorities may change at different points in your life. As your family grows or your business expands or you choose to slow down. But you never stop having dreams, questions and concerns about making the right decisions regarding your money.

Our team offers the experience to manage your complex financial needs and a commitment to understanding your aspirations wherever you are in life. We are committed to engaging each generation of your family with thoughtful advice and education to meet their goals.

As your dedicated Advisors, we provide the individualized attention of a boutique team backed by the strength and stability of UBS, the largest wealth management firm around the globe. We combine financial planning with investment management and deliver it with the highest standard of personalized service.

Start the conversation

No one wants to go backward. We help keep you moving forward with comprehensive wealth management that answers your immediate needs and tracks your long-term goals. It all starts with a deep understanding of you, your family and your values.
- ARCH Group

How our team got its name

The name ARCH is not just some play on the initials of our partners names. While it was clearly a significant factor, when the word Arch is spoken, heard or read, one immediately thinks: strength and support. Other words often associated with an Arch include superior, high-level and outstanding. All are examples of the attributes that the ARCH Group strives for when delivering advice, counsel and service to our valued clients.

Edward Almy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance License # 4028350

Ted began his career in the financial industry in 2001 with Northwestern Mutual. In 2002, he joined UBS as a junior partner to a seasoned advisor ultimately taking over the senior advisor’s book of business when he retired in 2008. Ted has been a member of the UBS Director’s Club since 2007.

Ted is a Senior Portfolio Manager.   Ted focuses on portfolio management, concentrated stock management, corporate insider/Rule 144 restricted stock, trust and estate planning, complex life insurance solutions, multigenerational family wealth management, retirement income and education planning. Ted is FINRA registered and holds Series 7 and 65 securities licenses. He also has licenses in Life and Health insurance and is registered in 33 states.

Ted grew up in Dedham, Massachusetts and has lived in West Simsbury, Connecticut for the last 20 years. He attended Trinity College in Hartford, Connecticut where he earned a BA in History and was a four year starter on the Men's ice hockey team. Ted worked in sales and marketing early in his career but, it was only a matter of time that he would become a financial advisor considering that his father and both grandfathers were financial advisors/brokers.

Ted and his wife, Maura, have been married for 37 years. They have three grown children and two grandchildren.

Away from work, Ted and his wife, spend time at their recently purchased second home outside of Savannah, Georgia. Ted is a single digit handicap golfer, an A-level paddle tennis player and recreational tennis player; he also enjoys gardening and is an avid reader.

Ted is very active in the community. He is an 18-year Trustee of the Simsbury Land Trust. He has served as the President of the Hop Brook Tennis Club for the last 7 years and the Treasurer for the Simsbury Cemetery Association since 2018.   Since 2007, he has also been a member of the US Foreign Policy Association.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103
Ryan S. Bagley

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Ryan began his career in the financial services industry in 1996 at PaineWebber in Boston. His background includes positions in investment solutions, regional institutional sales, client services and operations. Ryan received his bachelor's degree from Tufts University and completed his MBA at Babson College's Olin School of Business. A native of Western Massachusetts, Ryan currently resides in South Hadley with his wife Mary and his three daughters. He has been very involved in his local community coaching for various youth sports.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103
Chad C. Czerwinski

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance License # 0H29075

Chad provides comprehensive investment advice, portfolio construction and wealth management services to multigenerational families, individuals and small institutions. He prides himself on his ability to listen intently to clients to truly understand them and their goals. Once their objectives are identified and understood, Chad works with the team to create a customized plan with a set of solutions designed to specifically meet a client’s needs.

Chad began his financial services career in 2000 as a Financial Advisor at Morgan Stanley, joining UBS in 2006. He has also held managerial positions at UBS, including Manager of the West Hartford office and Regional Development Officer. He earned a master’s in management (MSM) with a concentration in banking and financial management from Boston University. He received his bachelor’s degree from the University of Connecticut. Additionally, Chad completed a customized executive education program spanning topics such as asset allocation, portfolio management, alternative investments and economics at Stanford University’s Graduate School of Business. He holds his Series 7 and 9/10 securities licenses and is a Registered Investment Advisor.

Chad lives in Farmington, CT with his wife, Jennifer, and their three boys where he volunteers his time to a variety of youth athletic programs. He serves on the board of directors of the Hartford Youth Scholars and is a prior board member of the Greater Hartford Arts Council. He is also member of the World Affairs Council of Connecticut.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103
Thomas Edward Humphreys

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance License # 4028345

Tom has been with UBS for 12 years and has over 17 years of industry experience. He specializes in providing comprehensive financial planning and investment management services to individual clients and families. For the first 9 years of his time at UBS, Tom served as Director and Wealth Management Consultant where he advised financial advisors on retirement income and longevity planning. He understands that there are no cookie-cutter approaches to retirement planning. Only through detailed discussions with each client about their unique goals, can a financial Advisor provide appropriate solutions. Prior to joining UBS, Tom began his career in financial services in 2000 where he was a director of Advanced Planning at the Hartford Financial Services Group. Lastly, Tom was also a high school math teacher and coach at the Delbarton School in Morristown, NJ.

Tom received his Bachelors Degree in Economics from Middlebury College and went on to earn his Masters of Business Administration (MBA) from the F.W. Olin Graduate School of Business at Babson College. In addition, Tom has earned the Chartered Financial Consultant designation (ChFC) from The American College. He holds the Series 7, 63 and 66 securities licenses, holds his Life and Health Licenses and is a Registered Investment Advisor.

Tom is married to his wife, Lisa of 20 years. They reside in West Simsbury where they raise their two children, Lucy and Tommy. Tom is active in the Simsbury Youth Hockey Association where he is a coach and member of the Board of Directors.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103
Charles C. "Chuck" Roberts

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance License # 4028348

Chuck has developed his 40+ years of financial services experience at our Firm as a Senior Vice President. His commitment to client service, his knowledge of and experience in estate planning strategies and retirement planning provide him with the added ability to help clients navigate the ever-changing financial landscape. He follows in the footsteps of his father, who for 35 years, was also a Financial Advisor at the Firm. Their legacy will continue as Chuck's son, Garrett has also joined the firm as part of the ARCH Group team. Chuck believes his role as Financial Advisor takes commitment, effective communication and trust.

Chuck enjoys giving back to his local community by spending time at the local soup kitchen and was recognized by the firm with a Community Engagement award for 2019 for all of his efforts.

On his time off, Chuck enjoys spending time on the golf course, out on the boat or spending time with his wife, Donna, his Children and his Grandchildren.
One State Street
Suite 1600
Hartford, CT 06103
Cecilia Bettencourt

Client Associate Senior
View bio
- CT
- FL
- MA
- ME
- NH
- NJ
- NY
Cecilia has been committed to providing client service since she joined UBS in 1998. Prior to that she worked at Society for Savings/Bank Boston for 10 years where she held various positions including Assistant to the Director of the Bank's Trust Division, Brokerage Assistant to a team of Financial Advisors, etc. In 2013, Cecilia joined the team of Sam Acquaviva and Chad Czerwinski at UBS, which was the beginnings of what is now known as the ARCH Group.

In her current role, Cecilia strives to earn clients trust and confidence by providing administrative support on a consistent basis. She is also responsible for overseeing the team's Client Service Model which is the critical component ensuring all clients receive ongoing personalized portfolio reviews. Cecilia is series 7 and 66 licensed.

Born and raised on Madeira Island in Portugal, Cecilia now resides in West Hartford, CT with her husband Jeff and two children. She enjoys traveling, gardening, walking and spending time at their family beach house in Jamestown, Rhode Island.
One State Street
Suite 1600
Hartford, CT 06103

Crystal D Leppo

Wealth Management Associate
View bio
- CT
Crystal is a Wealth Management Associate, she joined the firm and ARCH Group in October of 2018 and has over 14 years of financial industry experience. Crystal's focus is providing quality client service and administrative support to our clients. Developing relationships with clients and being part of their financial journey is of the upmost importance to her. She is also responsible for marketing and event planning efforts.

When she is not at work, she enjoys reading, culinary arts, or exploring the outdoors with her husband Josh, and their dog Bailey. Crystal is Series 7/66 licensed.
One State Street
Suite 1600
Hartford, CT 06103
Garrett Roberts

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Garrett joined our team following in his Father’s footsteps. He started at UBS in 2015 as an intern for the Hartford, CT office. In 2018, Garrett joined UBS as a Financial Advisor for the Wealth Advice Center in Weehawken New Jersey where he obtained his series 7 and series 66 securities licenses. While at the Wealth Advice Center he worked on the East 1 division team, covering the NY Metropolitan, Northern New Jersey, Pennsylvania, and Long Island markets.

Garrett graduated from Providence College in 2018 with a BS in Finance where he was a member of the Providence College Urban Action team, cleaning up areas around the Providence community.

Garrett currently resides in his hometown, Middle Haddam, CT. In his free time, Garrett enjoys staying active, traveling, boating, golfing, spending time with friends, family and dogs Brady & Hadley.
One State Street
Suite 1600
Hartford, CT 06103

Edward Almy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance License # 4028350

Ted began his career in the financial industry in 2001 with Northwestern Mutual. In 2002, he joined UBS as a junior partner to a seasoned advisor ultimately taking over the senior advisor’s book of business when he retired in 2008. Ted has been a member of the UBS Director’s Club since 2007.

Ted is a Senior Portfolio Manager.   Ted focuses on portfolio management, concentrated stock management, corporate insider/Rule 144 restricted stock, trust and estate planning, complex life insurance solutions, multigenerational family wealth management, retirement income and education planning. Ted is FINRA registered and holds Series 7 and 65 securities licenses. He also has licenses in Life and Health insurance and is registered in 33 states.

Ted grew up in Dedham, Massachusetts and has lived in West Simsbury, Connecticut for the last 20 years. He attended Trinity College in Hartford, Connecticut where he earned a BA in History and was a four year starter on the Men's ice hockey team. Ted worked in sales and marketing early in his career but, it was only a matter of time that he would become a financial advisor considering that his father and both grandfathers were financial advisors/brokers.

Ted and his wife, Maura, have been married for 37 years. They have three grown children and two grandchildren.

Away from work, Ted and his wife, spend time at their recently purchased second home outside of Savannah, Georgia. Ted is a single digit handicap golfer, an A-level paddle tennis player and recreational tennis player; he also enjoys gardening and is an avid reader.

Ted is very active in the community. He is an 18-year Trustee of the Simsbury Land Trust. He has served as the President of the Hop Brook Tennis Club for the last 7 years and the Treasurer for the Simsbury Cemetery Association since 2018.   Since 2007, he has also been a member of the US Foreign Policy Association.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103
Ryan S. Bagley

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Ryan began his career in the financial services industry in 1996 at PaineWebber in Boston. His background includes positions in investment solutions, regional institutional sales, client services and operations. Ryan received his bachelor's degree from Tufts University and completed his MBA at Babson College's Olin School of Business. A native of Western Massachusetts, Ryan currently resides in South Hadley with his wife Mary and his three daughters. He has been very involved in his local community coaching for various youth sports.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103
Chad C. Czerwinski

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance License # 0H29075

Chad provides comprehensive investment advice, portfolio construction and wealth management services to multigenerational families, individuals and small institutions. He prides himself on his ability to listen intently to clients to truly understand them and their goals. Once their objectives are identified and understood, Chad works with the team to create a customized plan with a set of solutions designed to specifically meet a client’s needs.

Chad began his financial services career in 2000 as a Financial Advisor at Morgan Stanley, joining UBS in 2006. He has also held managerial positions at UBS, including Manager of the West Hartford office and Regional Development Officer. He earned a master’s in management (MSM) with a concentration in banking and financial management from Boston University. He received his bachelor’s degree from the University of Connecticut. Additionally, Chad completed a customized executive education program spanning topics such as asset allocation, portfolio management, alternative investments and economics at Stanford University’s Graduate School of Business. He holds his Series 7 and 9/10 securities licenses and is a Registered Investment Advisor.

Chad lives in Farmington, CT with his wife, Jennifer, and their three boys where he volunteers his time to a variety of youth athletic programs. He serves on the board of directors of the Hartford Youth Scholars and is a prior board member of the Greater Hartford Arts Council. He is also member of the World Affairs Council of Connecticut.
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103
Thomas Edward Humphreys

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance License # 4028345

Tom has been with UBS for 12 years and has over 17 years of industry experience. He specializes in providing comprehensive financial planning and investment management services to individual clients and families. For the first 9 years of his time at UBS, Tom served as Director and Wealth Management Consultant where he advised financial advisors on retirement income and longevity planning. He understands that there are no cookie-cutter approaches to retirement planning. Only through detailed discussions with each client about their unique goals, can a financial Advisor provide appropriate solutions. Prior to joining UBS, Tom began his career in financial services in 2000 where he was a director of Advanced Planning at the Hartford Financial Services Group. Lastly, Tom was also a high school math teacher and coach at the Delbarton School in Morristown, NJ.

Tom received his Bachelors Degree in Economics from Middlebury College and went on to earn his Masters of Business Administration (MBA) from the F.W. Olin Graduate School of Business at Babson College. In addition, Tom has earned the Chartered Financial Consultant designation (ChFC) from The American College. He holds the Series 7, 63 and 66 securities licenses, holds his Life and Health Licenses and is a Registered Investment Advisor.

Tom is married to his wife, Lisa of 20 years. They reside in West Simsbury where they raise their two children, Lucy and Tommy. Tom is active in the Simsbury Youth Hockey Association where he is a coach and member of the Board of Directors.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
One State Street
Suite 1600
Hartford, CT 06103
Charles C. "Chuck" Roberts

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
CA Insurance License # 4028348

Chuck has developed his 40+ years of financial services experience at our Firm as a Senior Vice President. His commitment to client service, his knowledge of and experience in estate planning strategies and retirement planning provide him with the added ability to help clients navigate the ever-changing financial landscape. He follows in the footsteps of his father, who for 35 years, was also a Financial Advisor at the Firm. Their legacy will continue as Chuck's son, Garrett has also joined the firm as part of the ARCH Group team. Chuck believes his role as Financial Advisor takes commitment, effective communication and trust.

Chuck enjoys giving back to his local community by spending time at the local soup kitchen and was recognized by the firm with a Community Engagement award for 2019 for all of his efforts.

On his time off, Chuck enjoys spending time on the golf course, out on the boat or spending time with his wife, Donna, his Children and his Grandchildren.
One State Street
Suite 1600
Hartford, CT 06103
Cecilia Bettencourt

Client Associate Senior
View bio
- CT
- FL
- MA
- ME
- NH
- NJ
- NY
Cecilia has been committed to providing client service since she joined UBS in 1998. Prior to that she worked at Society for Savings/Bank Boston for 10 years where she held various positions including Assistant to the Director of the Bank's Trust Division, Brokerage Assistant to a team of Financial Advisors, etc. In 2013, Cecilia joined the team of Sam Acquaviva and Chad Czerwinski at UBS, which was the beginnings of what is now known as the ARCH Group.

In her current role, Cecilia strives to earn clients trust and confidence by providing administrative support on a consistent basis. She is also responsible for overseeing the team's Client Service Model which is the critical component ensuring all clients receive ongoing personalized portfolio reviews. Cecilia is series 7 and 66 licensed.

Born and raised on Madeira Island in Portugal, Cecilia now resides in West Hartford, CT with her husband Jeff and two children. She enjoys traveling, gardening, walking and spending time at their family beach house in Jamestown, Rhode Island.
One State Street
Suite 1600
Hartford, CT 06103
Crystal D Leppo

Wealth Management Associate
View bio
- CT
Crystal is a Wealth Management Associate, she joined the firm and ARCH Group in October of 2018 and has over 14 years of financial industry experience. Crystal's focus is providing quality client service and administrative support to our clients. Developing relationships with clients and being part of their financial journey is of the upmost importance to her. She is also responsible for marketing and event planning efforts.

When she is not at work, she enjoys reading, culinary arts, or exploring the outdoors with her husband Josh, and their dog Bailey. Crystal is Series 7/66 licensed.
One State Street
Suite 1600
Hartford, CT 06103
Garrett Roberts

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TX
- UT
- VA
- VT
- WA
- WI
Garrett joined our team following in his Father’s footsteps. He started at UBS in 2015 as an intern for the Hartford, CT office. In 2018, Garrett joined UBS as a Financial Advisor for the Wealth Advice Center in Weehawken New Jersey where he obtained his series 7 and series 66 securities licenses. While at the Wealth Advice Center he worked on the East 1 division team, covering the NY Metropolitan, Northern New Jersey, Pennsylvania, and Long Island markets.

Garrett graduated from Providence College in 2018 with a BS in Finance where he was a member of the Providence College Urban Action team, cleaning up areas around the Providence community.

Garrett currently resides in his hometown, Middle Haddam, CT. In his free time, Garrett enjoys staying active, traveling, boating, golfing, spending time with friends, family and dogs Brady & Hadley.
One State Street
Suite 1600
Hartford, CT 06103

Planning: A roadmap for financial priorities

Our comprehensive planning approach enables us to look beyond your assets and integrate all areas of your finances. How you make financial decisions can affect your entire wealth picture.

Constructing your financial plan

We spend the time to really get to know you, your loved ones and your goals. We create actionable strategies that help keep pace with your changing perspective on wealth, your family’s lifestyle and your financial priorities.

Estate planning coordination
Liability management
Insurance consulting and review
Legacy and philanthropic planning

A lifetime financial strategy

We are committed to helping you preserve multigenerational wealth. By reviewing and adjusting your plan, we strive to optimize your strategy to help ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs. That’s how we help each generation prepare for the responsibilities that come with significant wealth.

Investments: Strategies specific to your needs

Investing can be an immensely emotional undertaking, and those emotions can be the biggest obstacle to success. With deep analysis and due diligence, we help manage risk and position you to take advantage of opportunities.

You come first

Our team takes investment oversight and transparency very seriously. While it’s important for us to help you grow and preserve your wealth, it’s just as important to understand how your responsibilities and risk are evolving.

Diversified asset allocation

By crafting an asset allocation that supports your financial plan and seeks to lower volatility, we help maintain an opportunistic eye toward investments and changes in the market.

Tax mitigation strategies

Understanding the tax consequences of your investments and the potential impact on your financial plan is an integral piece of our approach.

Service: Building long-lasting relationships

By offering personalized, high-touch service, our goal is to develop the kind of trust and efficiency that builds long-lasting relationships. This individualized attention aims to provide a level of support that is invaluable.

Working with your whole family

Helping you navigate the needs of family, business, finance and legacy, we work closely with you to develop strategies that serve current generations and are yet flexible enough to meet the needs of future generations.

Attention on your terms

We schedule regular meetings on a monthly, quarterly, or semi-annual basis, based on your preferences and what works best for you. This frequent and planned communication keeps us on track to meeting your goals and objectives.

Personal client service

Our proactive and compassionate client service team can help with a host of critical financial and administrative needs. Long-time clients who have become close friends are a testament to the quality of service we provide.

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

Global leader

UBS is a world-leading wealth manager

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Strength. Support. Opportunity.

How our team got its name

Edward Almy

Ryan S. Bagley

Chad C. Czerwinski

Thomas Edward Humphreys

Charles C. "Chuck" Roberts

Cecilia Bettencourt

Crystal D Leppo

Garrett Roberts