Retirement planning. It's about time.

Art in gallery

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

    First Vice President–Wealth Management

    Financial Advisor

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

          500 Exchange Street
          Providence, RI 02903
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          Julie Mailloux-Bosse

          Client Associate

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                  500 Exchange Street
                  Providence, RI 02903
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                  Peter J Goglia

                  Senior Vice President–Wealth Management

                  Financial Advisor

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

                        500 Exchange Street
                        Providence, RI 02903

                      The circular economy: What is it?

                      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