Problem solvers for your financial world

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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
    • CO
    • CT
    • DC
    • DE
    • FL
    • IL
    • MA
    • ME
    • NH
    • NJ
    • 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
          35th floor
          Boston, MA 02109
        • Allen Michael Sussman

          Allen Michael Sussman, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • MA
          • ME
          • NH
          • NJ
          • NY
          • OH
          • SC
          • TX
          • 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
                35th floor
                Boston, MA 02109
              • Frank's Photo

                Frank Sullivan

                Senior Client Associate

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IL
                • MA
                • MD
                • ME
                • MI
                • MS
                • NC
                • NH
                • NJ
                • NY
                • OH
                • OK
                • PA
                • RI
                • SC
                • TX
                • VA
                • VT
                • WA

                Frank Sullivan began his career in financial services in 2013 when he joined Morgan Stanley working in the operations division. In 2014, Frank joined The Argus Group as a Senior Client Associate at Morgan Stanley and continues to work with the team at UBS Financial Services. 

                Frank leverages the world-class resources available at UBS Financial Services to provide clients with a great experience. He collaborates and listens carefully to clients ensuring clients are knowledgeable about the many services and features given their preferences while providing timely solutions to all of our client questions, requests, or immediate needs.     

                Frank grew up in Middletown, NJ. He currently lives in South Natick, MA. Frank is married to Danielle and they have two sons Travis and Rory and two cats namely Jackson and Koal.  Away from the office, Frank enjoys playing hockey and golf, hiking, kayaking, gardening, and is an avid New York Rangers and Giants fan.

                      One Post Office Square
                      35th floor
                      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

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                    Simplify

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                    Achieve

                    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.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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