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.

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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:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI
  • WY

Education

  • B.A., University of Oregon

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
8 Wright Street
3rd Floor
Westport, CT 06880

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Turn possibilities into a plan

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A leading global wealth manager

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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

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UBS is a leading and truly global wealth manager

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