Lasting relationships. For all that matters

A team of rowers rowing a boat

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers

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.

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    Neil Callahan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • VA
    • VT

          38 Eastwood Drive
          Suite 400
          South Burlington, VT 05403
          neil.callahan@ubs.com
          Neil Callahan
          38 Eastwood Drive ,South Burlington,VT,05403
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          John Polanshek, Jr.

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NH
          • NJ
          • NV
          • NY
          • OH
          • PA
          • RI
          • SC
          • TN
          • VA
          • VT

                38 Eastwood Drive
                Suite 400
                South Burlington, VT 05403
                john.polanshek@ubs.com
                John Polanshek, Jr.
                38 Eastwood Drive,South Burlington,VT,05403

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              Outlook on interest rates

              Tree

              UBS and Credit Suisse—stronger than ever

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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