Retirement planning. It's about time.

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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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    Janet M Goglia

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • MA
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • WA

          500 Exchange Street
          Providence, RI 02903
          janet.goglia@ubs.com
          Janet M Goglia
          500 Exchange Street,Providence,RI,02903
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          Peter J Goglia

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • CA
          • CO
          • CT
          • FL
          • MA
          • ME
          • MN
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN

                500 Exchange Street
                Providence, RI 02903
                peter.goglia@ubs.com
                Peter J Goglia
                500 Exchange Street,Providence,RI,02903
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              White House

              ElectionWatch 2024

              24 questions for the '24 US election

              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

              Download the report

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              As of 06/30/2024

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