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:
  • AZ
  • CA
  • CO
  • FL
  • IA
  • MA
  • NJ
  • NY
  • OK
  • PA
  • WY

Education

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

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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.

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In invested assets globally 
As of 11/07/2023

51 countries

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