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.

Library

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.

  • image

    Janet M Goglia

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • 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
        • image

          Julie Mailloux-Bosse

          Client Associate

          • image
          • image

                  500 Exchange Street
                  Providence, RI 02903
                  julie.mailloux@ubs.com
                  Julie Mailloux-Bosse
                  500 Exchange Street,Providence,RI,02903
                • image

                  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

                      US equity market outlook

                      Mountain climbers on peak at sunrise

                      A leading global wealth manager

                      White House

                      ElectionWatch 2024

                      Investment insights on the US elections

                      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.

                      In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

                      Contact us

                      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

                      Insights