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
        • 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

            Texas flood relief

            Support and resources

            Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

            Learn how you can get involved and make an impact through the UBS Optimus Foundation.

            The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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