Global access. Strategic solutions.

Private Wealth Management

A fresh perspective backed by experience

At GH Legacy Advisors, we bring energy, adaptability and a forward-looking mindset to wealth management. Our team brings more than 60 years of combined experience and offers a dynamic blend of fresh perspective and deep industry knowledge.

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving.

Start the conversation

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.

A plan to simplify your financial life

Maximize your potential wealth

Navigating opportunities across your enterprise

Estate planning strategies

What will your legacy be?

Sustainability matters

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.

Justin Glucksman

Managing Director–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Justin joined UBS in 2005 after receiving his BS in Finance and Accounting from Northeastern University. He focuses on the challenges associated with concentrated holdings and specializes in the development of customized equity sales strategies for founders, executives and directors of publicly traded companies. Justin also helps his clients work through goal-based financial planning and the implementation of estate and legacy strategies.

In his free time, Justin enjoys spending time outdoors fishing and snowboarding. He is also an avid cyclist and is a multi-year supporter of and participant in the Pan Mass Challenge. He currently resides in Winchester, MA with his wife and two children.

CA License #1924046
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Northeastern University, B.S. Finance and Accounting
- Private Wealth Advisor
One Post Office Square
35th floor
Boston, MA 02109

justin.glucksman@ubs.com

Justin Glucksman

One Post Office Square,Boston,MA,02109
Stephen Hugel, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Stephen joined UBS in 2018 as part of the Wealth Planning Associate program and has since become a Financial Advisor. He focuses on understanding the goals of individual clients to develop a comprehensive financial and estate planning strategy. By understanding the goals of a client Stephen is then able to craft an effective, personalized asset allocation strategy that meets clients’ needs while avoiding unnecessary risk.

Stephen became a CERTIFIED FINANCIAL PLANNER™ in 2020. He received his master's degree in accounting from Northeastern University and is a Certified Public Accountant (CPA). His bachelor's degree is from Stonehill College in Easton, Massachusetts.

In his free time, you can find Stephen on the water, skiing in NH, or on the field playing soccer. Stephen lives in Topsfield with his wife, daughter and their two border collie mixes.

CA license #4160827
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
- Stonehill College, B.S. Accounting
- Northeastern University, M.S. Accounting
- CERTIFIED FINANCIAL PLANNER
One Post Office Square
35th floor
Boston, MA 02109

stephen.hugel@ubs.com

Stephen Hugel, CFP

One Post Office Square,Boston,MA,02109
Erica Cloutier

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Erica is a Team Administrator at UBS Private Wealth Management in Boston. Erica's primary responsibilities include overseeing all operational and administrative aspects of the business and managing client services. Erica graduated from Bentley University in May 2008, earning a degree of Bachelor of Science in Managerial Economics and currently resides with her husband and two young daughters in Andover. She supports Boston Broadway and in her free time, enjoys reading and spending time outdoors with her family.
- Bentley University, B.S. Managerial Economics
One Post Office Square
35th floor
Boston, MA 02109

erica.weeks@ubs.com

Erica Cloutier

One Post Office Square,Boston,MA,02109
Jill Todd

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Jill joined UBS Private Wealth Management in 2018 as a Client Services Associate. She previously worked as Assistant Director of Admission at Phillips Exeter Academy and the Ashley Hall School. Jill received her BA in Psychology from Dartmouth College in 2013. Jill resides in Exeter, NH with her husband, son Oliver and Chester their Portuguese Water dog. She enjoys running, hiking and spending time with family in Barnstable.
- Dartmouth College, B.A. Psychology
One Post Office Square
35th floor
Boston, MA 02109

jill.lyon@ubs.com

Jill Todd

One Post Office Square,Boston,MA,02109

Justin Glucksman

Managing Director–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Justin joined UBS in 2005 after receiving his BS in Finance and Accounting from Northeastern University. He focuses on the challenges associated with concentrated holdings and specializes in the development of customized equity sales strategies for founders, executives and directors of publicly traded companies. Justin also helps his clients work through goal-based financial planning and the implementation of estate and legacy strategies.

In his free time, Justin enjoys spending time outdoors fishing and snowboarding. He is also an avid cyclist and is a multi-year supporter of and participant in the Pan Mass Challenge. He currently resides in Winchester, MA with his wife and two children.

CA License #1924046
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Northeastern University, B.S. Finance and Accounting
- Private Wealth Advisor
One Post Office Square
35th floor
Boston, MA 02109

justin.glucksman@ubs.com

Justin Glucksman

One Post Office Square,Boston,MA,02109
Stephen Hugel, CFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Stephen joined UBS in 2018 as part of the Wealth Planning Associate program and has since become a Financial Advisor. He focuses on understanding the goals of individual clients to develop a comprehensive financial and estate planning strategy. By understanding the goals of a client Stephen is then able to craft an effective, personalized asset allocation strategy that meets clients’ needs while avoiding unnecessary risk.

Stephen became a CERTIFIED FINANCIAL PLANNER™ in 2020. He received his master's degree in accounting from Northeastern University and is a Certified Public Accountant (CPA). His bachelor's degree is from Stonehill College in Easton, Massachusetts.

In his free time, you can find Stephen on the water, skiing in NH, or on the field playing soccer. Stephen lives in Topsfield with his wife, daughter and their two border collie mixes.

CA license #4160827
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The 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.
- Stonehill College, B.S. Accounting
- Northeastern University, M.S. Accounting
- CERTIFIED FINANCIAL PLANNER
One Post Office Square
35th floor
Boston, MA 02109

stephen.hugel@ubs.com

Stephen Hugel, CFP

One Post Office Square,Boston,MA,02109
Erica Cloutier

Team Administrator
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Erica is a Team Administrator at UBS Private Wealth Management in Boston. Erica's primary responsibilities include overseeing all operational and administrative aspects of the business and managing client services. Erica graduated from Bentley University in May 2008, earning a degree of Bachelor of Science in Managerial Economics and currently resides with her husband and two young daughters in Andover. She supports Boston Broadway and in her free time, enjoys reading and spending time outdoors with her family.
- Bentley University, B.S. Managerial Economics
One Post Office Square
35th floor
Boston, MA 02109

erica.weeks@ubs.com

Erica Cloutier

One Post Office Square,Boston,MA,02109
Jill Todd

Senior Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WY
Jill joined UBS Private Wealth Management in 2018 as a Client Services Associate. She previously worked as Assistant Director of Admission at Phillips Exeter Academy and the Ashley Hall School. Jill received her BA in Psychology from Dartmouth College in 2013. Jill resides in Exeter, NH with her husband, son Oliver and Chester their Portuguese Water dog. She enjoys running, hiking and spending time with family in Barnstable.
- Dartmouth College, B.A. Psychology
One Post Office Square
35th floor
Boston, MA 02109

jill.lyon@ubs.com

Jill Todd

One Post Office Square,Boston,MA,02109

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice

Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

Global access. Strategic solutions.

GH Legacy Advisors