Retirement planning. It's about time.

Retired couple sitting on sofa reading

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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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.

  • Richard Case Profile Photo

    Richard Case

    Senior Vice President–Wealth Management

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    Rick entered the financial services industry in 1990 when he joined UBS's predecessor firm, PaineWebber.  With a highly personalized approach, Rick taps his 25 years of experience to match affluent families and business owners with the right investment solutions.  His clients rely on his ability to filter out unnecessary financial "noise" and help them focus on smart strategies for reaching their goals.  Rick has extensive knowledge of biotech, synthetic biology and energy sectors.

    Rick graduated from Davidson College with a degree in Spanish.  He's active in the community as a board member of the Marblehead Dollars for Scholars need-based tuition assistance program.  He is also on the board of the Marblehead Little Theater. He and his wife have two sons and a daughter.

      • Davidson College, Spanish
        2 Market Square
        Marblehead, MA 01945
      • Alex Case Profile Photo

        Alex Case

        First Vice President–Wealth Management

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        Alex began his career in the financial services industry in 1999 when he joined UBS's predecessor firm, PaineWebber.  With a deep knowledge of comprehensive wealth management, he focuses specifically on financial and retirement planning, 529 plans and fixed income strategies.

        A graduate of Lake Forest College with a degree in history, Alex has earned his Series 63, 65, and 7 securities licenses as well as his life insurance license.  He and his wife, Holly have a daughter Lauren.  Alex and his family enjoy skiing and boating.

          • Lake Forest College, History
            2 Market Square
            Marblehead, MA 01945
          • Jennifer Snow Profile Photo

            Jennifer Lynn Snow

            Client Associate

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            • AL
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            • OH
            • OR
            • PA
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            • SC
            • TX
            • VA
            • VT

            Jennifer began her career in the financial services industry in 1997.  She joined UBS's predecessor firm, PaineWebber in 1998. Jennifer has earned Series 7, 66, 9, and 10 securities licenses.

            Jennifer and her husband Kevin, have two daughters. As a family we love to spend time outdoors, boating in the warmer months and skiing in the winter.

                  2 Market Square
                  Marblehead, MA 01945

                The circular economy: What is it?

                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

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                UBS is a world-leading wealth manager

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