The right path toward retirement

Family photos on shelf

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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.

  • Xavier A. Aguayo  Profile Picture

    Xavier A. Aguayo

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • NV
    • NY
    • OH
    • PA
    • PR
    • SC
    • VA
    • VI
    The thrill of having a role in a person's life is what drives me the most. My lifelong talent is listening to people and becoming their trusted advisor. Every financial recommendation comes from a consultative thought process. I serve wealthy individuals who are serious about enhancing their standard of living and want to optimize their financial lives. I approach my clients in an educational manner and emphasize the areas of financial planning and strategic wealth planning.

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
        • William J. Serralles Profile Picture

          William J. Serralles

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • DC
          • FL
          • GA
          • IL
          • IN
          • MA
          • MD
          • MI
          • MN
          • NV
          • NY
          • OH
          • PR
          • SC
          • VA
          • VI
          I enjoy playing a significant role in the financial well being of families and corporations. My early focus on equities and my experiences on Wall Street have made me a better risk manager. I take time to thoroughly analyze each case before making any recommendations. My areas of focus are strategic planning and tactical decision making. My service model is a fully integrated platform, catering primarily to high and ultra high net worth families and corporations.

                250 Munoz Rivera Avenue
                A.I Plaza, 16th Floor
                San Juan, PR 00918
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                Alanna Maldonado

                Client Associate

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                        250 Munoz Rivera Avenue
                        A.I Plaza, 16th Floor
                        San Juan, PR 00918

                      What did the Fed say?

                      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

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