The retirement you've earned

It all begins with a plan

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Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Retirement plan services

Building multicultural wealth, together

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A plan to simplify your financial life

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Retirement planning

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Workplace Wealth Solutions

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

    Stephen Collins, AIF®

    Vice President–Wealth Management

    Financial Advisor

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          8 Wright Street
          3rd Floor
          Westport, CT 06880
          stephen.collins@ubs.com
          Stephen Collins, AIF®
          8 Wright Street,Westport,CT,06880
        • Jake Cooper

          Jake Cooper, CFP®, CIMA®

          Financial Advisor

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          • AL
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                1999 Avenue of the Stars
                36th Floor
                Los Angeles, CA 90067
                jake.cooper@ubs.com
                Jake Cooper, CFP®, CIMA®
                1999 Avenue of the Stars,Los Angeles,CA,90067
              • Nicole

                Nicole Ayub

                Senior Wealth Strategy Associate

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                • AK
                • AL
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                • CA
                • CO
                • CT
                • DC
                • DE
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                      600 Washington Blvd
                      Stamford, CT 06901
                      nicole.ayub@ubs.com
                      Nicole Ayub
                      600 Washington Blvd,Stamford,CT,06901
                    • Lisa

                      Lisa Giordano

                      Senior Wealth Strategy Associate

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                      • AL
                      • CA
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                      • CT
                      • DC
                      • DE
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                      • NY
                      • OH
                      • OK
                      • OR
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                      • RI
                      • SC
                      • TX
                      • UT
                      • VA
                      • VT
                      • WA
                      • WI

                            8 Wright Street
                            3rd Floor
                            Westport, CT 06880
                            lisa.giordano@ubs.com
                            Lisa Giordano
                            8 Wright Street,Westport,CT,06880
                          Modern Retirement Monthly

                          Modern Retirement Monthly

                          Traditional or Roth?

                          For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

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                          UBS is a leading and truly global wealth manager

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                          offering financial advice

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