Insight-based advice

Observatory on mountain top

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.

Retired couple

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.

  • Marco Calabro

    Marco Calabro

    First Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • MA
    • MD
    • ME
    • MT
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT

    Marco has been in the financial services industry since 1996. Prior to joining UBS, he worked at Putnam Investments and Wachovia Securities.

    Marco oversees the vision and strategy for both individual and corporate clients served by The Harmuth Calabro Group. As a retirement plan consultant he brings a depth of experience to corporate clients requiring strategic guidance on fiduciary services, employee education, fund comparison and performance review, and investment policy statements.  Marco holds the Chartered Retirement Planning Consultant®  (CRPS®) designation and serves as a Portfolio Manager.

    In addition to serving the group's corporate clients, Marco provides both individuals and families with complete investment management and financial planning services.  He has extensive experience advising clients on wealth accumulation, retirement planning and the complex issues surrounding generational wealth transfer. 

    Marco and his wife Nancy live in Merrimac, MA with their 2 daughters Ally and Meg.

        • Chartered Retirement Plans Specialist℠
        • Portfolio Manager
        • Retirement Plan Consultant
        8 Essex Center Drive
        2nd Floor
        Peabody, MA 01960
        marco.calabro@ubs.com
        Marco Calabro
        8 Essex Center Drive,Peabody,MA,01960
      • Bill Headshot

        William Harmuth, CFP

        Senior Vice President–Wealth Management

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • IL
        • MA
        • MD
        • ME
        • MT
        • NC
        • NH
        • NJ
        • NY
        • PA
        • RI
        • SC
        • TX
        • VA
        • VT

        Bill has been in the financial services industry for more than 20 years and has successfully guided his clients through unprecedented market conditions. Prior to joining UBS, he served as an investment professional at A.G. Edwards and Wachovia Securities. Bill focuses on working with affluent families. He is one of a select group of planners who have met the rigorous education, examination, experience and ethics requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional. He earned a B.S. in science from Carroll School of Management at Boston College in 1981.

          • Carroll School of Management at Boston College, B.S. Science
          • Portfolio Manager
          • Retirement Plan Consultant
          • CERTIFIED FINANCIAL PLANNER®
          8 Essex Center Drive
          2nd Floor
          Peabody, MA 01960
          william.harmuth@ubs.com
          William Harmuth, CFP
          8 Essex Center Drive,Peabody,MA,01960
        Three generations in apple orchard

        Turn possibilities into a plan

        House View Monthly

        Mountain climbers on peak at sunrise

        A leading global wealth manager

        UBS Year Ahead 2025

        Roaring 20s: The next stage

        Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

        A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

        Read the report

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        UBS Group invested assets
        As of 06/30/2024

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