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

    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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          Julie Mailloux-Bosse

          Client Associate

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                  500 Exchange Street
                  Providence, RI 02903
                  julie.mailloux@ubs.com
                  Julie Mailloux-Bosse
                  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
                  • OR
                  • PA
                  • RI
                  • SC
                  • TN

                        500 Exchange Street
                        Providence, RI 02903
                        peter.goglia@ubs.com
                        Peter J Goglia
                        500 Exchange Street,Providence,RI,02903

                      Why does A.I. in space matter?

                      Outlook on interest rates

                      Tree

                      UBS and Credit Suisse—stronger than ever

                      Global Wealth Report 2024

                      Crafted wealth intelligence

                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

                      Download the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.8+ trn

                      UBS Group invested assets
                      As of 03/31/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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