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
    • NC
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

        • Senior Portfolio Manager
        • Wealth Advisor
        8 Wright Street
        3rd Floor
        Westport, CT 06880
        stephen.bauer@ubs.com
        Stephen Bauer
        8 Wright Street,Westport,CT,06880
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        Susan Galich

        Registered Client Associate

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KS
        • ME
        • MI
        • NC
        • NJ
        • NM
        • NV
        • NY
        • PA
        • SC
        • TN
        • VA

              8 Wright Street
              3rd Floor
              Westport, CT 06880
              susan.galich@ubs.com
              Susan Galich
              8 Wright Street,Westport,CT,06880
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

            Texas

            Donor-advised funds

            Year-end charitable giving

            As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

            For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6.9 trn

            UBS Group invested assets
            As of 10/29/2025

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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