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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    • AZ
    • CA
    • CT
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NY
    • OK
    • PA
    • RI
    • VA
    • WA

    Robert joined UBS as Senior Vice President - Wealth Management in December 2008, after nearly a decade-long career at Merrill Lynch.

    As co-founder of Harbor Light Wealth Management, primarily working with C-suite and other high-level corporate executives, Robert focuses on investment management for the group's clients.  He maintains a particular emphasis on sustainability & ESG (environmental, social, governance) strategies. Within the ESG space, he also implements vegan & cruelty-free strategies for clients who are concerned with animal agriculture's impact on the environment, human health, & animal welfare.

    He graduated Magna Cum Laude from Stonehill College (MA) with a Bachelor of Arts in Economics.

    Robert serves on 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 no-kill animal rescue and adoption organization.

    He is also an Ambassador to the UBS Global Visionaries program, which connects clients to a select network of leading entrepreneurs solving major environmental & social issues, as defined by the United Nations 'Sustainable Development Goals.'

    Robert is a member of the Loan Committee of Social Enterprise Greenhouse, an organization that creates positive social and economic impact by supporting local mission-based entrepreneurs and enterprises.

    He is a resident of Narragansett, RI, where he lives with his rescue hounds.

    In addition to animal advocacy, Robert enjoys boxing.

      • Stonehill College (MA), Bachelor of Arts in Economics
        500 Exchange Street
        Providence, RI 02903
      • Jared Alexander Tack

        Jared Alexander Tack, CFP, AWMA

        Account Vice President

        Financial Advisor

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        • AZ
        • CA
        • CT
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • MA
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NY
        • OK
        • PA
        • RI
        • VA
        • 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.

            • CERTIFIED FINANCIAL PLANNER™
            • Accredited Wealth Management Advisor℠
            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 operational and transactional banking needs.  She also serves as the Providence RI branch's lead trainer for new Client Service Associate hires.

               

              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
                Sustainable investing

                Sustainable investing

                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.

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                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

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