A plan for today, tomorrow and generations to come

Young family on beach

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.

Three generations in front yard

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.

  • Thomas Gower Profile Photo

    Thomas Gower, III

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Kirsten Ismail Profile Photo

    Kirsten Ismail, CFP

    Vice President–Wealth Management

    Financial Advisor

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  • Jodi McCarthy Profile Photo

    Jodi McCarthy, CFP

    First Vice President–Wealth Management

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  • Peter Buzzini Profile Photo

    Peter Buzzini, CEPA

    Account Vice President

    Financial Advisor

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  • Michael Cormier Profile Photo

    Michael Cormier, CFP, AWMA

    Account Vice President

    Financial Advisor

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  • Kelly Scheetz Profile Photo

    Kelly Scheetz

    Financial Advisor

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

A team approach

A team approach

Retirement planning

Retirement planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

150 years

offering financial advice

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 5/17/2021