Financial planning tailored to your goals

You're an executive juggling multiple priorities to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success, and inform your financial decision-making today, tomorrow, and for future generations.

We provide a personalized experience that brings all the pieces of our clients’ financial lives together.

- Harbor Light Wealth Management Group

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset allocation, retirement wishes, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Woman with architectural plans

A plan to simplify your financial life

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Business transition & succession planning

Retirement couple holding surfboards

Retirement planning

Young plant

Philanthropy

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Wealth transfer across generations

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Sustainability matters

Recognized as an industry leader

Meet our team

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 specific strategies for clients concerned about animal welfare.

    Robert serves as 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 and 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
      • Sarah Salera

        Stephanie Mondro

        Client Associate

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        • FL
        • MA
        • NH
        • RI
        • WA

        Stephanie joined UBS in 2024. Her main focus is to assist clients with their administrative needs & provide operational support to the team.

        She is a former financial advisor. Prior to joining UBS, she worked for Raymond James and Osaic Institutions (formerly Infinex.) She also possesses Series 7 & 66 licenses.

        Stephanie is a resident of Wakefield, Rhode Island, where she lives with her son.  She is originally from the Detroit, Michigan area, which is why she loves University of Michigan football and the Detroit Lions.  She attended the University of Toledo (OH). 

              500 Exchange Street
              Providence, RI 02903
              stephanie.mondro@ubs.com
              Stephanie Mondro
              500 Exchange Street,Providence,RI,02903

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