Passionate about planning and making personal connections

What are your hopes for the future?

You may envision giving your children a solid foundation, transitioning from full-time work to an active retirement and the continued success of the business you have built.

We can help you create a plan designed to get there. We are Financial Advisors who truly care about your financial goals. Our clients benefit not just from our experience, but also from the close relationships we forge. You can come to us for all of your financial concerns, and we will work to address them, or connect you with our network of specialists at UBS and beyond.

Wherever you are in life, and whatever you wish to pursue, we want to be by your side.

We don’t take a cookie cutter approach to your financial life. We tailor and customize your plan, your portfolio and the way we communicate with you.

- Rich DeMarco

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 DeMarco Profile Photo

    Richard John "Rich" DeMarco Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • ME
    • NC
    • NH
    • NV
    • NY
    • OK
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA

        • Portfolio Manager
        40 Congress Street
        Portsmouth, NH 03801
        Richard John "Rich" DeMarco Jr.
        40 Congress Street,Portsmouth,NH,03801
      • Apryl Cowper Profile Photo

        Apryl Gadbois Cowper

        Senior Client Associate

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        • CA
        • MA
        • ME
        • NH

              40 Congress Street
              Portsmouth, NH 03801
              Apryl Gadbois Cowper
              40 Congress Street,Portsmouth,NH,03801
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              William C. Shad CFP®, CIMA®, ChFC®, CEPA®

              Executive Director

              Head of Wealth Planning Strategists and Trust Consulting

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              Peter Carter

              Executive Director

              Head of Lending Referral

              Peter M. Carter is Executive Director in the WMA Banking Group of UBS Wealth Management Americas, where he heads the Lending Referrals Group and is responsible for overseeing third party lending relationships with art, aircraft and small business lending partners. Peter was also instrumental in the recent successful sale of UBS Trust Company, N.A. Prior to joining UBS in early 2015, Peter held a variety of senior private placement, capital markets and principal finance roles at National Australia Bank, Credit Suisse and Merrill Lynch in both London and New York. Peter’s credit experience include both agency and principal of tax-exempt, taxable, Eurobonds, bridge and term loans, letters of credit, interest rate derivative and credit default swaps. His clients have included Xerox France, FIAT SpA, Delta Air Lines, Rosemount Global Trade Finance Fund and Stark Investments. At Merrill Lynch, Peter originated, structured and oversaw a risk portfolio of debt and equity instruments in the real estate, infrastructure and trade finance sectors. Peter is registered with FINRA for Series 7 and 63 and has a Bachelor of Science degree from the US Military Academy, West Point and a Master of Business Administration degree in Finance from the University of Chicago Booth School of Business.

            Creating value today to pursue a successful transition tomorrow

            At Demarco & Associates We understand the competing priorities that most business owners are juggling. As a Financial Advisor with the Certified Exit Planning Advisor (CEPA) designation, Rich DeMarco can help you align your business, personal and financial needs well in advance of a sale or succession.

            His experience working with dental practice owners and energy company leaders has given Rich a clear insight into the need to build business value so that you can maximize your options and transition when you are ready. Rich can advise you on all of your exit options. He collaborates with a seasoned, multidisciplinary team of professionals to support your continued success. In addition, UBS offers a network of boutique investment bank partners who can help with a full or partial sale, as well as a vast array of investors and lenders to assist with capital raises for growth and expansion.

            dental chair

            Dental practices


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            Global Wealth Report 2024

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