Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Artist building frame

Brett Coltman

Senior Vice President–Wealth Management

Brett is one of a small number of UBS Financial Advisors who have earned the designation of "Wealth Advisor." As a Wealth Advisor, Brett is eminently qualified to provide highly personalized wealth management services to his clients. Brett has built a successful wealth management practice since he joined UBS in 2002. With a focus on wealth planning, wealth preservation, risk management and investments, he utilizes a four-step advisory model to provide comprehensive wealth management strategies for his clients that are personalized to meet their unique goals, and tolerance for risk.

Registered States:
  • CA
  • CT
  • FL
  • GA
  • HI
  • IA
  • IL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • VA
  • WI

Education

  • B.A., University of Oregon

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
8 Wright Street
3rd Floor
Westport, CT 06880
  • (203) 291-1040

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation

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Exceptional financial strength and stability

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

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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