Let's move forward. Together.

Curved helix bridge

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Windmill

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.

  • Antonio-Oliveira-Profile-Photo

    Antonio Oliveira

    Vice President–Wealth Management

    Financial Advisor

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    • AK
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IN
    • KY
    • LA
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          500 Exchange Street
          Providence, RI 02903
        • Robert-DiColo-Profile-Photo

          Robert Dicolo

          Managing Director–Wealth Management

          Financial Advisor

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          • AK
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MT
          • NC
          • NH
          • NJ
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • UT
          • VA
          • VT
          • WA

          Robert works with business owners, corporate executives and retirees to develop investment strategies and wealth management solutions tailored to their needs. He has been with UBS Financial Services Inc. for more than 27 years, guiding his clients through volatile market cycles and life's major events, including marital status changes, career changes, business successions and retirement. Robert's practice focuses on financial planning**, preservation of capital and generating steady streams of income. Robert co-authored a Business & Investing book entitled "Wealth Building."

          • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
          • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2019
            The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
          • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

              500 Exchange Street
              Suite 1210
              Providence, RI 02903

            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

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager