Experience

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.

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.