Lasting relationships. For all that matters

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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.

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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.

  • Robert Procaccianti

    Robert Procaccianti

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA

    Robert focuses on investment management for the group, primarily utilizing individual securities and varying asset classes to align with a client's financial objectives.

    He also offers vegan and cruelty-free investment strategies for clients concerned about animal welfare.

    Robert serves as Vice Chair of the Board of Directors of Farm Sanctuary, one of the largest farm animal advocacy organizations in the world.  He previously served as Vice Chair of the Board of Directors of Animal Rescue Rhode Island, a companion animal rescue organization.

    Robert graduated Magna Cum Laude from Stonehill College (MA) with a Bachelor of Arts in Economics. He is a resident of Narragansett, RI, where he lives with his rescue hound.  He is also a boxing coach.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Stonehill College (MA), Bachelor of Arts in Economics
      500 Exchange Street
      Providence, RI 02903
      robert.procaccianti@ubs.com
      Robert Procaccianti
      500 Exchange Street,Providence,RI,02903
    • Jared Alexander Tack

      Jared Alexander Tack, CFP, AWMA

      First Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IN
      • MA
      • MD
      • ME
      • MI
      • MO
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OK
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • VA
      • VT
      • WA

      Jared joined UBS in February 2017 and is a CERTIFIED FINANCIAL PLANNER™ professional and holder of the Accredited Wealth Management Advisor (AWMA®) designation.

      After an extensive career that spanned 16 years in both the telecommunications and I.T. industries, Jared co-founded Harbor Light Wealth Management. Primarily focusing on C-suite and high-level corporate executives, Jared's experience provides him with a unique perspective to assist his clientele in areas of personal finance often overlooked or underappreciated.

      Jared utilizes financial planning as the cornerstone of building a personalized strategy for asset allocation, diversification of concentrated stock positions, stock option strategies, risk management and insurance planning, Social Security & Medicare strategies, as well as estate planning.

      Along with his wife and two children, Jared calls Warwick, RI home. In the company of those he loves, Jared enjoys travel, golf, bowling, boating, camping, and relaxing with a good book.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • CERTIFIED FINANCIAL PLANNER™
        • Accredited Wealth Management Advisor℠
        500 Exchange Street
        Providence, RI 02903
        jared.tack@ubs.com
        Jared Alexander Tack, CFP, AWMA
        500 Exchange Street,Providence,RI,02903
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        Sarah Salera

        Client Associate

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          Sarah joined UBS (then Paine Webber) as a Client Service Associate in February 2000.  Her main focus is to assist clients with their administrative needs & provide operational support to the team.

          Sarah graduated from Southern New Hampshire University with a Bachelor of Arts in Business Administration.  She is a resident of Rehoboth, MA, where she lives with her husband, two sons, and daughter.

            • Southern New Hampshire University, Bachelor of Arts in Business Administration
              500 Exchange Street
              Providence, RI 02903
              sarah.salera@ubs.com
              Sarah Salera
              500 Exchange Street,Providence,RI,02903
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            Global Wealth Report 2024

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            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.

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