Hingham Street Partners
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Deeply rooted in your financial goals

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Hingham Street Partners

As a team, we leverage our disciplined approach, experience and tenure to help make a real impact on our clients’ lives.

We combine personalized wealth management for executives, business owners and families with institutional consulting for corporations, nonprofits and family offices.

With the experience to help manage your complex financial needs and a commitment to engage each generation of your family, we offer thoughtful advice dedicated to pursuing your independence, and building upon your legacy.

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We take the time to listen and gain a deep understanding of you, your family and your business. We work closely with you to develop a plan that connects all aspects of your financial world and delivers the type of service you would expect from a family office.

- Hingham Street Partners

The proof is in our numbers

$5bn

Assets under management

45 person

seasoned team


About Hingham Street Partners

Our team is comprised of:

Our team is comprised of:

  • 6 Senior Portfolio Managers®
  • 10 Certified Financial PlannerTM professionals
  • 2 Chartered Financial Analysts®
  • 4 Certified Exit Planning Advisors®
  • 3 Chartered Retirement Planning CounselorSM
  • 1 Chartered Retirement Plan Specialist®
  • 1 Financial Financial Paraplanner Qualified Professional®
  • 1 Certified Divorce Financial Analyst
  • 1 Chartered Life Underwriter®
  • 1 Chartered Special Needs Consultant®

Recognized as an industry leader

Recognized as an industry leader

Barron's Top 250 Private Wealth Team, 2022-2024

The Barron’s ratings are awarded annually in April based on information from the prior year Q4.

Forbes Best-In-State Wealth Management Team, 2024

The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Team planning for your future

Team planning for your future

Hingham Street Partners has advisors across multiple generations. With continuity plans in place, we are structured differently to provide a generational approach. Although we are a large team, we strive to give a personal and small feel to our clients.

Download our team profile

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Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

Get involved

Insights

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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