The right moves for your financial future

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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    Hannah Doherty

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
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          One Post Office Square
          33rd floor
          Boston, MA 02109
          hannah.doherty@ubs.com
          Hannah Doherty
          One Post Office Square,Boston,MA,02109
        Three generations in apple orchard

        Turn possibilities into a plan

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        A leading global wealth manager

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        Tariffs, volatility and your portfolio

        Are you ready?

        In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

        We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.9+ trn

        UBS Group invested assets
        As of 06/30/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

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