Your life. Your wealth. Your future.

Pursue what matters most

Three generations in the front yard

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Road

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.

  • Gary Ghigliotti Profile Photo

    Gary Ghigliotti, ChFC

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • MA
    • ME
    • MI
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    • NJ
    • NY
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    • RI
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    With over 35 years of experience in the financial services industry, Gary Ghigliotti guides a team created to assist select clients who have substantial net worth. This exclusive service, encompasses a complete program: setting goals, analyzing your financial picture, recommending improvements and implementing plans designed to grow, protect and pass on your wealth. Gary enjoys working with business owners and corporate executives on their pre and post sale planning as well as succession and estate tax planning strategies.

    Gary served as a Captain in the US Air Force and is a graduate of the University of Notre Dame with degrees in Finance and Economics. He also attended the Wharton School Account Executive Program at the University of Pennsylvania. He is also accredited with The American College as a Certified Financial Consultant and he has also earned the Senior Portfolio Manager title under the Portfolio Management Program. In his free time, he enjoys traveling, golfing and flying.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Notre Dame, Finance and Economics
    • Wharton School Account Executive Program at the University of Pennsylvania
    • Chartered Financial Consultant
    • Senior Portfolio Manager
    • Chartered Retirement Plans Specialist℠
    40 Congress Street
    Portsmouth, NH 03801
  • Julia Thompson Profile Photo

    Julia Thompson

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • MA
    • ME
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
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    • VA
    • WA

    Julia Ghigliotti Thompson is a second generation financial advisor specializing in succession planning as well as working with women investors and small business owners. Julia earned a bachelor's degree in business administration from the Peter T. Paul College of Business & Economics at the University of New Hampshire.

    In addition to providing financial advice and planning to her clients at UBS, Julia is actively involved in the local community and serves on the Board of Directors and various committees for the Portsmouth Rotary Club. She enjoys skiing, reading, and traveling. She and her husband, Dan live in Southern Maine with their son and Goldendoodle. 

      • Peter T. Paul College of Business & Economics at the University of New Hampshire, Business Administration
        40 Congress Street
        Portsmouth, NH 03801
      • Daniel Thompson Profile Photo

        Daniel Thompson

        Financial Advisor

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        • CA
        • CT
        • DE
        • FL
        • MA
        • ME
        • MO
        • NH
        • NJ
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        Daniel Thompson joined the Ghigliotti Wealth Management Group in the fall of 2020. Dan’s financial services career began at Prime Buchholz & Associates as an analyst where he worked with university endowments and foundations. Dan then transitioned to Ameriprise Financial Services where he worked for four years as an advisor. Dan specializes in comprehensive financial planning and working with business owners in transition. Dan also has experience in developing strategies for multi-generational wealth transfer and managing corporate retirement plans.

        Dan graduated Magna Cum Laude with a degree in finance from the Peter T. Paul College of Business and Economics at the University of New Hampshire. In his spare time, he enjoys giving back to his community through his volunteer work at Gather and Crossroads House. Dan enjoys golfing, skiing, and fishing. He and his wife, Julia live in Southern Maine with their son and Goldendoodle. 

          • Peter T. Paul College of Business and Economics at the University of New Hampshire, Finance, Magna Cum Laude
          • Certified Exit Planning Advisor
          40 Congress Street
          Portsmouth, NH 03801
        • Christine Brigham Profile Photo

          Christine Brigham

          Senior Client Associate

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          • CT
          • FL
          • MA
          • ME
          • NH
          • NJ
          • NY
          • VT

          Christine Brigham shows a commitment to excellence and drive to succeed that is clearly demonstrated in her work ethic. She believes that putting client's interests first is the key to the long-term success of the Ghigliotti Wealth Management Group. Christine's previous experience includes fourteen years at Morgan Stanley and six years with Smith Barney. She graduated from the University of New Hampshire with a major in psychology and a minor in mathematics. Christine is married with a son and daughter and is an avid supporter of her children's youth athletic programs.

            • University of New Hampshire, Psychology
              40 Congress Street
              Portsmouth, NH 03801

            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