Retirement planning. It's about time.

Retirement couple holding surfboards

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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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.

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    David Everts

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WY
    David is a Vice President in Investments and is the senior member of Everts Wealth Management at the Firm's Wellesley, Massachusetts office. He graduated from Babson College in Wellesley, Massachusetts. David is Series 7, 8 and 63, as well as Life and Health Insurance, licensed. Joining the Firm in 1985, David has spent 24 of his 25 years as a Financial Advisor at UBS Financial Services Inc. David focuses on fixed-income and estate planning strategies. David is married, has three children and resides in Medfield, Massachusetts.

      • Babson College
      • Wealth Advisor
      55 William Street
      3rd Floor
      Wellesley, MA 02481
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      Joshua Haveles

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OH
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WY
      Joshua was born and raised in Palmer, Massachusetts and currently resides in Newton. Joshua is a graduate of Providence College where he interned for Providence College Sports Marketing Department and PC Pals. Joshua is the newest member of Everts Wealth Management and currently holds his Series 7 and 66 securities licenses.

        • Providence College
          55 William Street
          3rd Floor
          Wellesley, MA 02481

        The Year Ahead - Sustainable Investing

        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