Lasting relationships. For all that matters

Chess pieces on a chessboard

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Father and daughter

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.

  •  Steve Wright

    Stephen Charles "Steve" Wright

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • FL
    • GA
    • HI
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WI
    • WY

    Steve's over 30-year career began with E.F. Hutton in July of 1982, and he has been successfully guiding his clients through some of the most dramatic market fluctuations ever since. Graduating from Cornell University in 1973, he ran his own small business until his intense interest in "why some families were more successful financially than others" drove him into the financial industry. He is the senior member of Empire Wealth Management. Steve credits his success to his desire to listen to his clients and develop solutions that enhance their lives.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Cornell University
      One Broad Street Plaza
      2nd Floor
      Glens Falls, NY 12801
    • Randall DeVaney

      Randall F. DeVaney

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CT
      • FL
      • GA
      • HI
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OH
      • PA
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WY
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          One Broad Street Plaza
          2nd Floor
          Glens Falls, NY 12801
        • Christopher Zito

          Christopher Zito

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CT
          • FL
          • GA
          • HI
          • IN
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NY
          • OH
          • PA
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • WY

          Chris began his financial services career in 2001 and joined UBS in April of 2014. He works extensively with retirees, business owners and families in all aspects of wealth management – specifically investment diversification and asset allocation, retirement income planning, insurance needs analysis, long term care planning and liability management. He is a Certified Financial Planner ™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®) and has a Portfolio Manager designation with UBS. He holds his Series 7 and 66 securities licenses, as well as life, accident and health insurance licenses. He graduated from Hartwick College where he earned a B.A in business management. Chris lives in Ballston Spa with his wife Meghan and three children Anna, Margaret and Thomas.

          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Hartwick College, B.A. in Business Management
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Planning Counselor℠
          • Portfolio Manager
          One Broad Street Plaza
          2nd Floor
          Glens Falls, NY 12801

        Are markets going "Back to the Future"?

        Debt ceiling and inflation

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        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.

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