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
    • HI
    • IN
    • MA
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • 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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          London Kearney

          Client Associate

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                  500 Exchange Street
                  Providence, RI 02903
                  london.kearney@ubs.com
                  London Kearney
                  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

                Two brothers. One inheritance.

                How will their story unfold?

                Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

                If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $7 trn

                UBS Group invested assets
                As of 12/31/2025

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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