Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Harrison "Cal" Buxton, CPM®, CTFA

Senior Vice President–Wealth Management

For nearly three decades, Cal has been helping high net worth individuals and their families to navigate complex financial situations, including life transitions and liquidity events. Cal draws upon his impressive experience as Senior Portfolio Manager at the Private Bank of Bank of America, as well as senior positions at Fleet Bank, The Washington Trust Company and Peterborough Savings Bank, to provide clients with the highest level of service and expertise. At the core of the decision-making process, Cal is a founding partner of Mooring Wealth Management and applies his extensive background in fundamental portfolio analysis, integrating technical analytics and risk management tools. 

Personal & Community

  • Trustee, Mount Saint Mary College, Newburgh, NY
  • Finance Council Chair, Saint Michael Church
  • Wadawanuck Yacht Club Secretary, Vice Commodore
  • Watch Hill Yacht Club Offshore Race Committee
Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

  • Barron's Top 1,200 Financial Advisors, 2014, 2015
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. Political Science-International Affairs, University of Maine

Credentials

  • Certified Portfolio Manager®
  • Certified Trust and Financial Advisor
  • Senior Portfolio Manager
2 Union Plaza
New London, CT 06320
  • (860) 437-2034

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

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

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