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
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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

              Focus on liquidity management

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              Tree

              UBS and Credit Suisse—stronger than ever

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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