Let's move forward. Together.

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.

  • Jared Breault

    Jared Breault

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • LA
    • MA
    • MD
    • ME
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VI
    • WA
    • WV

    Jared Breault is a Financial Advisor based in Manchester, New Hampshire, his focus is on forming long-term relationships and helping clients with all aspects of their financial lives.

    With over 20 years of experience in the financial services industry, Jared guides clients in all areas of wealth management, including, but not limited to retirement and education planning, portfolio construction, liability management, tax minimization, insurance needs, and asset preservation with a specific emphasis on helping to assure a lifetime, retirement income stream. In addition, he offers sophisticated solutions based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Realizing your ambitions and goals requires a detailed approach to financial and life preparations. It is not something you should undertake alone. You need someone who understands what matters most to you today and in the future.

    Jared strives to provide a high level of service and need-based advice to all would be clients. Jared believes educating clients is important, so they fully understand their investment strategy. His primary goal is to become an essential lifelong resource to those who have trusted him to advise them on accumulating, building, preserving, and distributing wealth.

    Jared graduated from Marist College, Poughkeepsie, New York, where he earned a bachelor’s degree.

    Outside of the office Jared enjoys spending time with his wife, Amy, and twin daughters Addison and Alexis.

          1155 Elm Street
          Suite 501
          Manchester, NH 03101
          jared.breault@ubs.com
          Jared Breault
          1155 Elm Street,Manchester,NH,03101
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          Fred Kline

          Client Associate

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          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • ID
          • LA
          • MA
          • MD
          • ME
          • NC
          • NH
          • NJ
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • UT
          • VA
          • VI
          • WA
          • WV

          Fred Kline is a Registered Client Associate who joined the financial services industry in 2020 and UBS in 2024. He brings a broad range of customer service experience to the team and enjoys getting to know clients while helping them achieve their goals. 

          In his time off, Fred likes hanging out with friends, traveling and jumping out of perfectly good airplanes.

                1155 Elm Street
                Suite 501
                Manchester, NH 03101
                fred.kline@ubs.com
                Fred Kline
                1155 Elm Street,Manchester,NH,03101

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              Election day is over. Now what?

              Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

              Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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