Let's move forward. Together.

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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.

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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.

  • Gerald

    Gerard M Silberman, CIMA, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

          One Post Office Square
          34th Floor
          Boston, MA 02109
        • Bruce

          Bruce R Balter

          Senior Vice President–Wealth Management

          Financial Advisor

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                  One Post Office Square
                  32nd and 33rd floors
                  Boston, MA 02109
                • christine

                  Christine Somers

                  Authorized Officer

                  Senior Wealth Strategy Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • FL
                  • GA
                  • HI
                  • IL
                  • KY
                  • MA
                  • MD
                  • ME
                  • MI
                  • NC
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • RI
                  • SC
                  • TN
                  • TX
                  • VA
                  • VT
                  • WA
                  • WI
                  • WY

                        One Post Office Square
                        34th Floor
                        Boston, MA 02109
                      • Elizabeth

                        Elizabeth Sistrand

                        Client Associate

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                                One Post Office Square
                                34th Floor
                                Boston, MA 02109

                              The Year Ahead - Sustainable Investing

                              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