Insight-based advice

Telescope in window

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.

binoculars

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.

  • image

    Peter Buckley

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • CA
    • DC
    • DE
    • FL
    • HI
    • IL
    • KY
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NY
    • OR
    • PA
    • RI
    • TX
    • VA
    • VT
    • WV
    • WY

    In 1982 Peter began his work in finance as an intern for a managing director at Bear Stearns and Co. What was intended to be a one-month job during his sophomore winter session break at college has evolved into a thirty five year career as a financial advisor.

    Over these thirty plus years Peter has seen a lot events impact the financial markets from the crash in 1987, to the 9/11 attacks, to the tech bubble bust in the late 90's, to the lost decade of the 2000's, to recessions, inflation, political scandals, and near collapse of all of Wall St in 2008 recession. The technology has changed, firms have come and gone, clients are better informed, and the one constant Peter recognizes amidst all this change is a client's yearning to be advised by someone who doesn't just know things, but by someone who knows them.

    At the Buckley/Williams Group, Peter and his longtime business partner Joe Williams serve their clients by providing advice. They provide this advice in three main areas: how to protect wealth, how to provide a predictable source of income, and how to pass wealth on to loved ones.

    Peter believes his clients have already created their wealth; his job is to protect that wealth and grow it in accordance to his client's unique circumstances and needs. A client's needs, unique circumstances, goals, and desires are all made clear in a well written and comprehensive financial plan.

    While we live in and deal in a world of numbers Peter knows he succeeds when his clients are able to retire on their terms and sleep well at night.

     Equally dedicated to family and community as he is to his clients, Peter and his wife, Emilia, have been married for 28 years and have been blessed with 6 children and 2 grandchildren. After coaching youth sports for several years, Peter has turned his volunteer focus to education. He is an active parent volunteer at both The Roxbury Latin School and The Montrose School. He is an enthusiastic parent supporter at the University of Notre Dame. He is a devoted parent alumni supporter of The University of Virginia and the United States Naval Academy. Additionally, Peter serves on a national board for Take Back Our Republic, an organization dedicated to a bipartisan solution for campaign financing. He has also volunteers and participates in fundraising efforts for the Brain Aneurysm Foundation.

        • Senior Portfolio Manager
        One Post Office Square
        32nd and 33rd floors
        Boston, MA 02109
      • image

        Joseph Williams

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • CA
        • DC
        • DE
        • FL
        • HI
        • IL
        • KY
        • MA
        • MD
        • MI
        • NC
        • NH
        • NJ
        • NY
        • PA
        • RI
        • TX
        • VA
        • VT
        • WV
        • WY

        Problem solving and people; these are the two greatest enjoyments of Joseph’s career. He considers his clients and their families as an extension of his family, treating them with the attention and concern of his own. He thrives on getting to know clients and families, learning about what is most important to them, identifying their goals and concerns, and then focusing his experience and expertise on helping design purpose-oriented strategies and plans so that they can spend their time free of financial concerns.

        Joseph has been immersed in the financial services industry for his entire life. His grandfather was a successful trader and governor on the Chicago stock exchange for many years, including during the Great Depression. His father served institutional clients for over 50 years, including during the turbulent markets of the 1970's. Lessons learned from his father and grandfather took root in his character and inform how he serves his clients today.

        Joseph earned his undergraduate Bachelor of Science from Carnegie Mellon University in Managerial Economics. He earned his Master's in Business Administration from The Katz Graduate School of Business at the University of Pittsburgh. He is a Certified Financial Planner.

        Joseph lives in Southern, New Hampshire with his wife and 9 children. An avid runner, he has completed 7 marathons. He serves as chairman of the board of Holy Family's Academy and is chair of the board of a home in Massachusetts dedicated to serving women in crisis. He coaches HFA's girls' high school basketball team. He has served as the chairman of the board of the largest charter school in New England as well as on the audit committees of his Church and the Diocese of Worcester, Massachusetts.

          • Carnegie Mellon University, Bachelor of Science in Managerial Economics
          • The Katz Graduate School of Business at the University of Pittsburgh, Master's in Business Administration
          • CERTIFIED FINANCIAL PLANNER™
          One Post Office Square
          32nd and 33rd floors
          Boston, MA 02109

        The Year Ahead - Sustainable Investing

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        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

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager