Your wealth. For generations.

Create your legacy for those who matter

Mountains in the desert

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Oculus NYC

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.

  • Timothy Gray Profile Photo

    Timothy Gray

    Financial Advisor

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    • AZ
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    • IL
    • MA
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    Tim Gray manages investments for high net-worth individuals as VP of The Gray Group at UBS, a decades-old family wealth management practice in Central MA.  Born and raised in Massachusetts, Tim left the area in 1987 but then returned in 2007 to join The Gray Group practice and to raise his own family in the same city where he grew up.  He originally left New England to attend Pomona College in Claremont California, where he received his undergraduate degree in 1991.  During this 20-year period out west, he also received two graduate degrees, including a M.A. in Communications from the University of California, Santa Barbara and a MBA from the Haas School of Business, University of California, Berkeley. 

    Professionally, Tim spent 15 years as a quantitative market research executive, primarily in the mass media and new media spaces.  During this time, he worked for major global television, advertising, and public relations agencies, including the National Broadcasting Company (NBC), and Omnicom, a leading global advertising and marketing communications services company.  He also directed consumer research activities for a successful San Francisco start-up that was eventually acquired by Nielsen Media Research. 

    Tim volunteers for several organizations in the area, serving as Clerk and Board Vice-Chair of the Ecotarium museum of science and nature.  He is immediate Past-President and current member of the Executive Committee of the Worcester Economic Club, which was incepted in 1903.  In the recent past he has served as President of the New England Alumni Chapter for the Haas School of Business and as President of the Worcester Tennis Club.  He has also served on the Alumni Awards Committee for his high-school alma mater (Bancroft School) and on volunteer committees for the Mohegan Council of the Boy Scouts of America, Worcester Family Health Center and the Worcester Polytechnic Institute Venture Forum.  

    • Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of California, Santa Barbara, M.A. in Communications
    • Haas School of Business, University of California, Berkeley, MBA
      55 William Street
      3rd Floor
      Wellesley, MA 02481
    • Robert Gray Profile Photo

      Robert Gray

      Senior Wealth Strategy Associate

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      As the longest-tenured member of The Gray Group at UBS, Bob manages a select number of intergenerational relationships.  He formulates a course of action and helps clients pass on their wealth to succeeding gnerations, becoming a trusted advisor to their children and grandchildren.

      Bob began his career in financial services 50 years ago at Kinsley & Adams in Worcester.  A graduate of Assumption College with a degree in History and Economics, he has continuted his education in financial and legacy planning to better serve the individuals and chartitable institutions with whom he has built long-term relationships.

      Bob focuses his volunteer efforts on several community organizations, among them the Boy Scouts Mohegan Council.  He has served on the Board of Trustees for Assumption College for more than a decade.

        • Assumption College, History and Economics
          55 William Street
          3rd Floor
          Wellesley, MA 02481
        • Thad PIC

          Thaddeus Niemiec

          Client Associate

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          • AZ
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          • GA
          • IL
          • KY
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          • NC
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          • NJ
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          • TX
          • VA
          • VT

          Thaddeus Niemiec joined The Gray Group in 2022 and serves as the team's Client Service Associate. He graduated from Ryan School of Business at Providence College in Providence, Rhode Island, earning a Bachelor of Science in Finance and Management with a core focus in Chinese. 

          As the team's Client Service Associate, Thad's focus lies in simplifying the lives of clients using his resourcefulness and superior problem-solving skills. He strives to help clients recognize the full value of UBS's resources and finds great reward in strengthening relationships. Thad also holds his series 7 and series 66 securities licenses, as well as his Life, Accident & Health Insurance license. 

          Thad currently resides in Framingham, Massachusetts. He has a passion for cooking, hiking, fishing, and traveling abroad. 

                55 William Street
                3rd Floor
                Wellesley, MA 02481

              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