The right path toward retirement

Great Barrier Reef

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.

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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.

  • Stephen-Bauer

    Stephen Bauer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

        • Senior Portfolio Manager
        • Wealth Advisor
        8 Wright Street
        3rd Floor
        Westport, CT 06880

      The circular economy: What is it?

      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