Our insights. Your plan. Simplified.

Benefits from our collaborative approach

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Adult couple on cell phone

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

$10 billion

USD invested in 100% sustainable portfolios4

4ubs.com/Impact/2/2020

3.3 million

Vulnerable children
reached by the UBS Optimus
Foundation in 20192

2https://www.ubs.com/global/en/ubs-society/philanthropy/optimus-foundation/driving-change.html

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.

  • Jennifer Peterson

    Jennifer Peterson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • NJ
    • NY
    • TN

    With over 11 years of industry experience, Jennifer has helped clients address their financial concerns and develop sound strategies by focusing on each client's specific values. Her favorite thing about her job is helping clients connect their wealth to their values. Jennifer has dedicated her career to delivering the personalized investment planning services that her clients and their families deserve. She works with individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the wellbeing of Jennifer’s clients are the hallmarks of her client service model.

          400 Linden Oaks
          Rochester, NY 14625
        • Victoria Montemorano

          Victoria Montemorano

          Client Associate

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          • NY

          Victoria is a graduate from Bentley University, where she majored in managerial economics with a concentration in marketing and a minor in computer information systems. Victoria is goal driven and motivated to learn from others in any environment. At Bentley, she was a student-athlete who played on the Women's Soccer team. Graduating admits the Covid-19 pandemic has given her the skills to adapt quickly and easily to adversity.

                400 Linden Oaks
                Rochester, NY 14625
              Retirement planning

              Retirement planning

              UBS Wealth Way

              UBS Wealth Way

              Sustainable investing

              Sustainable investing