A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Road

Colette Powers

Financial Advisor

Colette's professional and personal life experience has truly shaped the financial advisor she is today. Having built and managed with her husband, a successful small business for over 24 years, Colette knows the importance of understanding a client's needs, having a consistent process to stay connected with clients and delivering exceptional service. As a mother of three boys, one with special needs, and having been the primary caregiver to a disabled-aging mother and orphaned nephew, Colette has seen first-hand the need for life planning and offers this perspective when working with clients. Her passion is helping families discover and create their own lifemap and building a personalized financial plan to support it. Colette graduated from Syracuse University with a B.A. in mathematics. She lives in Cazenovia and enjoys spending time with her family, reading and daily exercise.

Registered States:
  • CO
  • FL
  • MA
  • NY
  • OK
  • PA

Education

  • B.A. in Mathematics, Syracuse University
440 South Warren Street
The Galleries, 6th Floor
Syracuse, NY 13202
  • (315) 473-7117

Email Me

The Year Ahead - Sustainable Investing

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

Our global footprint

Global leader

UBS is a world-leading wealth manager

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