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
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              White House

              ElectionWatch 2024

              24 questions for the '24 US election

              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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