Problem solvers for your financial world

Three business people at a desk

We earn our clients’ trust in many ways—identifying their goals, simplyfing their lives and ultimately, helping them achieve what’s important to them.

At the Dietrich Sussman Group, we’re a comprehensive wealth management practice focused on every aspect of your financial life. Given our team’s abilities and experience in retirement and insurance solutions, lending, hedging and monetization strategies and portfolio management, we take a disciplined, planning-based approach to working with you—a concept we call: Advice. Beyond investing. Our goal is to be your primary advisors and problem solvers who not only help find answers to your most important financial questions, but who “connect the dots” across all your planning and investing needs.

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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.

  • Francis Joseph Dietrich

    Francis Joseph Dietrich, APMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NY
    • OH
    • SC
    • TX
    • VA
    • VT
    • WA

    Fran is a Senior Vice President; he began his career in 1990 with Merrill Lynch. Fran focuses on financial planning, asset allocation and risk management.  Fran has a Finance Degree (BS/BA) from Northeastern University and a Masters in Business Administration from Babson College (MBA) with a concentration in Investment Management.  While at Babson, Fran was accepted in the prestigious Babson College Fund program.  This program hires students to manage part of the College's endowment.  While there his investment team beat all other active managers posting a 19% return for the year. At Babson, he authored "The Seasonality Effect of the Market," proving the statistical significance of performance in the market during different months.  In addition, he completed the Investment Consultant program at the Wharton School of Business. He works closely with client attorneys and accountants to help ensure that all aspects of our clients' financial plans and asset allocations have been established and implemented. Fran is a member of the Boston Security Analyst Society and the CFA Institute.  Fran is also a member of the Union Club in Boston and Woodland Country Club in Newton. Fran Lives in Cohasset with his wife Heidi, daughter Kristina, and two sons James and Joseph.

          One Post Office Square
          32nd and 33rd floors
          Boston, MA 02109
        • Allen Michael Sussman

          Allen Michael Sussman, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CT
          • DC
          • FL
          • IL
          • MA
          • ME
          • NC
          • NJ
          • NY
          • OH
          • SC
          • TX
          • VA
          • VT
          • WA

          Allen is an accomplished wealth advisor who has been managing portfolios for over 19 years for high net worth families, corporate executives, institutions, and company retirement plans. He is a senior partner in the Dietrich-Sussman Group, a 5 member wealth advisory team.

          Allen is firmly committed to long-term relationships and to the highest level of client service and investment excellence. Allen also works in a cohesive manner with his clients' external advisors in order to help create a comprehensive financial plan. Allen is also a Certified Financial Planner, with a particular expertise in asset allocation modeling, hedging and monetization strategies, and navigating through the equity and fixed income markets.

          Allen has been married to his wife Heather for 14 years and they live in Newton, MA with their two children, Alec and Chloe.

                One Post Office Square
                32nd and 33rd floors
                Boston, MA 02109

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Identify

              Identify

              stairs

              Simplify

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              Achieve

              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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